Investing without an advisor is a lot easier than it looks.
Granted there will be a very steep learning curve and you will have to spend time learning how to pick a stock and read that businesses financial statements.
Once you learn how to do this, be ready to say goodbye to your Advisor!
Because soon you will be able to begin investing all on your own without the need for your advisor.
I recommend using the M1 Finance app to set up your first portfolio and begin automatically investing and rebalancing your portfolio.
M1 & Other Investing Resources
https://m1.finance/TjGme7YgPH-b
https://act.webull.com/pm/AfSdHcj7oap...
https://www.thecalculatorsite.com/fin...
https://www.franklintempleton.com/fin...
What I Use for Budgeting:
https://www.personalcapital.com/
https://www.truebill.com/
http://refer.amex.us/WESLECF6jM?xl=cp15
If you want help setting up a portfolio service, a budget, or just want recommendations on what to do in a certain situation; feel free to comment or message me using one of the links bellow!
@InvestwithWesley (FB)
@InvestwithWesley (IG)
DISCLAIMER: Although I am a Registered Investment Advisor, no statements made during this video should be taken as advice or recommendations since I do not know your specific situation, goals, or the suitability of said investments within your portfolio.