Investing Concepts

06/03/2025 3 min Temporada 2 Episodio 10

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Episode Synopsis

When it comes to investing, two of the most important concepts to understand are Risk & Return and the Time Value of Money. In this episode of Elevate Wealth, Deanne Rosso is joined by our Director of Investment Policy, Rob Fezekas, to break down these fundamental principles and how they impact your investment strategy.In This Video, You’ll Learn:✅ Why higher risk often leads to higher expected returns.✅ How different asset classes, like stocks and Treasurys, compare in terms of risk and reward.✅ The Time Value of Money—how finance is like time travel and why a dollar today is worth more than a dollar in the future.✅ Why having a solid financial plan can help you navigate market uncertainty.💡 Investing doesn’t require a time machine—just a smart strategy! At Elevate Wealth Advisory, we help clients build investment plans tailored to their financial goals.🔗 To learn more about the steps to help save taxes over your lifetime, visit elevate-wealth.com and click "Let's Talk!"🔗 Website: https://elevate-wealth.com🔗 Facebook: / elevatewealthadvisory 🔗 Instagram: / elevatewealthadvisory Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!#AdviceInAction #ElevateWealth #WealthWise #FinancialFitness #FinancialReview #StockMarket #taxes #TaxCuts #TaxCutsAndJobsAct #InvestmentPhilosophy #RetirementPlanning #ElevateWealthAdvisory #FinancialMarkets #stocks #retirement #StockReturns #InvestmentStrategies #FinancialPlanning #WealthBuilding #wealthadviceforyourbestlife #election #politics #financialmarkets #financialplanning #yearendgiving #rmds #taxdeadlines #rothira #charity #charitablegiving #charitysupport #taxdeduction #WealthBuilding #FinancialPlanning #InvestmentStrategies #FinancialMarkets #InvestmentPhilosophy #TaxPlanning #TaxDeadlines #FinancialReview #RetirementPlanning #InvestingBasics #RiskAndReturn #TimeValueOfMoney #WealthPlanning #FinancialEducation #ElevateWealth #InvestmentStrategy