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WHY HIRE A CFA® CHARTERHOLDER TO MANAGE YOUR WEALTH?

Your wealth manager should be on the leading edge of every facet of your financial life, anticipating your needs and helping you create an investment strategy to achieve your goals. CFA charterholders blend intellectual curiosity and expertise to deliver premium advice. They are the difference you need. Here’s why:

Investing
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What is the Best IRA for a Young Investor?

A 30-second read by Nicholas Scheibner: Before deciding which kind of IRA to open, the first thing you would want to do is check with your employer about 401(k) offerings. If your employer provides any company match into a 401(k) you will want to contribute to that account before you start an IRA. That way, you are able to take advantage of the “Free Money” provided by your employer. A Roth IRA is usually best for someone who is in a lower tax-bracket. The idea is that you want to pay taxes in the lowest bracket possible. So if you are making a lower income than you may in the future, you would want to pay taxes now, using a Roth.

Investing