ISEC Wealth Management reviews on their risk-management approach wanted

Discussion in 'Risk Management' started by IamaMars, Mar 26, 2021.

  1. Karin42

    Karin42

    Neither WealthFront nor Betterment work outside the US.
     
    #11     May 28, 2021
  2. IamaMars

    IamaMars

    I've noticed :)
    Nevertheless, I appreciate the Butterfly advice. Wealthfront had a great 529 plan - exactly what I needed! I carefully investigated what they offer and they gave me a hint that college saving accounts allow saving on taxes.
    Pity but you've got to have the US SSN to apply. I've scheduled my appointement with ISEC WM manager already to see whether they can do the same as WF 529 but adjusted to the EU realities.
     
    #12     May 29, 2021
  3. Karin42

    Karin42

    Will be looking forward to hear how it goes. The US regualated investment companies and brokers are very good but unfortunately often are avaialble to the US citizens only.
     
    #13     May 31, 2021
  4. 777

    777

    Don't give money to other people to trade for you.

    Press Max and Market on your retirement savings account:

    Forced savings, sometimes employer matches, long-term investment, and massive tax advantages!
     
    #14     Nov 24, 2021
  5. Junos

    Junos

    Saving for education is not that longterm unfortunately. Kids grow fast enough and therefore the investment strategy must consider the risks following from the term of investment.
    Some active management might be required at some point which is better to be done with a cool head. You know, looking at some of my fellow 'investors' who do panic sales with every 5-10% drop, I think that the idea to delegate is not that bad at some perspective.
    The most important thing is not to delegate to someone promising 100% yearly ROI
     
    #15     Dec 16, 2021
  6. TazTheLaz

    TazTheLaz

    If you need to raise wealth in 5 years, LEAP options would work pretty well, you just need financial knowledge first. Most likely, LEAPS will outperform the market, just use a vertical or covered stock spread on an index ETF.
     
    #16     Dec 16, 2021