Our Origin Planners cannot recommend specific individual stocks, funds, or other investment products. However, they can provide the guidance needed to make informed investment decisions yourself that match your goals.
Ways our planners can advise you on investing include:
- Assessing your risk tolerance and time horizon
- Recommending appropriate asset allocation across stocks, bonds, etc.
- Analyzing investment tax optimization strategies
- Discussing account types like 401ks, IRAs, taxable, etc.
- Providing education on building a diversified portfolio
- Helping calculate returns needed to meet objectives
- Reviewing performance and fees of current investments
- Suggesting low-cost index funds that align with allocations
- Provide feedback and guidance on your current investment strategy based on your goals
While they do not make specific investment picks, our Origin Financial Professionals give you the knowledge to construct and manage optimal portfolios yourself.
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