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Working With a Financial Professional

Logix Financial Consultants are experienced financial professionals who will help you work toward your financial goals. Here’s how to optimize that critical relationship.

The financial world is a complex one to navigate. New investment products, global investing opportunities, employee-driven 401(k)s — these (and many more) collectively underscore the value of seeking professional financial advice.

As you transition from going-it-alone to working with a financial professional, there are a few key points to consider.

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Financial Planning for Women

There are important planning considerations for women to help them reach their financial goals.

At first glance, it may seem odd to consider distinctions by gender when it comes to financial planning. After all, isn't saving and generating financial security a common pursuit irrespective of sex? While tactics are of course the same, the general circumstances associated with women (as compared to men) necessitates a customized approach to financial planning. Below, we lay out the top considerations.

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The Many Faces of Risk

Knowing the different types of investment risk can help you cope with market volatility.

When was the last time you checked your retirement plan balance? If your balance was less than it was the last time you checked, you probably felt a bit of pain. Everybody does. Where exactly does that pain come from? It’s called risk, and all investments involve some degree of risk. In finance speak, risk refers to the degree of uncertainty and/or potential financial loss inherent in an investment decision. In general, as investment risks rise, investors seek higher returns to compensate themselves for taking such risks.

Investment products have different risks and returns. Differences include how readily investors can get their money when they need it, how fast their money will grow, and how safe their money will be. Let’s take a look at the many faces of risk we all experience as investors. While it may not take the pain away, it will at least help you cope a little better with market volatility.

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