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5 Investing Strategies Professionals Can Use to Help Take Your Wealth to The Next Level Thumbnail

5 Investing Strategies Professionals Can Use to Help Take Your Wealth to The Next Level

Investment Retirement Funding Insights

You are making good money.   Some of that money is coming in the form of stock options, RSU’s or possibly bonuses.  You’re contributing to your 401k, holding on to your stock options from your employer and now are looking to take your investing to the next level.

 Here are 5 Investing strategies you can consider to help you get there.

#1. Invest in yourself

This is listed as number one because investing in yourself normally brings the best returns, and it extends way beyond just money.

Investments to focus on:

  1. Health- Without your health, does it matter?
  2. Education- The more you know and can implement the higher your income
  3. Wellness-  It’s not just about your physical health. What about your mental, social and financial health?
  4. Freedom-  We all want to be able to do what we want, when we want and how we want. You have to set yourself up to get there.
  5. Relationships-  Are you getting time with the people that you care about?


#2. Invest in a purpose

What’s the purpose of your investments?  Is it for retirement? Is it for a new home?  A purpose will guide your investments and financial decisions.  It helps you keeping those investments and money decisions aligned with your goals and vision.

Without a purpose, it’s easy to drift away or make behavioral mistakes.

 #3. Invest in a diversified portfolio, not just your employer

For those that have employer stock, I get it.  It has probably done well (well maybe up until last year).  It’s important to diversify your assets so that your entire financial world isn’t tied to one company.

For those that don’t have employer stock, it’s extremely difficult to know which company will do the best in any given year.  By having a globally diversified portfolio it will allow you to capture returns in any given year rather than chasing or guessing.

 #4. Invest in Real Estate

This is a very popular investing strategy.  Many people like this strategy due to it’s:

 Tax advantages

  • Leverage
  • Cash flow
  • Appreciation
  • Wealth diversification

Just remember that it is not purely passive.  This is a common misunderstanding.  It takes work to create passive cash flow.  This is a business, and you should treat it as such.

 #5. Invest in tax planning

Tax planning is a forward-looking activity and NOT a reactive one.  This type of planning is often overlooked.

A good tax strategy will:

  • Reduce lifetime tax bill
  • Set up business structures (Real Estate)
  • Keep your investments organized and provide an annual long term strategy

As always, I hope this was helpful in helping you think more strategically around your money. 


This material is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. All investments contain risk and may lose value. Diversification does not guarantee profit or protect against market loss. Ryan Burklo is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N. Indian Hill Blvd., Claremont, CA 91711. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. This material contains the current opinions of the author but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Guardian and its subsidiaries do not issue or advise with regard to real estate. AR Insurance License #15319412CA Insurance License #0K24924 #2023-151710 Exp 02/2025