EP56- Female Financial Independence Series: Avoiding temptation for better long-term investing
Accelerating Your Wealth - A podcast by Rebecca Robertson - The Wealth Creation Coach
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In the episode today, I am with Shane Balkman, the Chief Investment Officer who is responsible for communicating investment strategy to all stakeholders as well as overall responsibility for the investment team. He joined the team at YOU Asset Management Inception when it was called for investments in 2012. He also founded equip solutions, which is a genesis of YOU and has been managing YOU’s flagship, their flagship in active models since then, active models means an investment portfolio. Shane is a chartered fellow of the Chartered Institute of Securities and Investment and a member of the CFA UK society. We are talking about timing the markets, how to start investing, and avoiding temptation for better long term investing. When looking for long term investing and building a portfolio, one of the best firms that can help you out is YOU. A firm driven by how to make the best client outcome possible. At the end of the day, there is no best time to invest but NOW. What matters is the period of time you stay invested. If you are not sure, should you start investing? Just start.