7 Tips for Couples That Invest
Differing philosophies can work to the investors’ advantage.
Though Eric Bowlin invests full-time, getting his start in real estate but since in silver, stocks and more, he and his wife still have different ideas of how to invest in a way that’s best for the family.
“My wife is far more conservative than I am when it comes to investing. The way I like to describe it is her choices save us a lot of money while my choices have made us a lot of money,” the founder of IdealREI.com says. “If she was left entirely in charge of the portfolio, it would never lose money but wouldn’t grow much. If I was in charge of it, we’d probably have wild ups and downs.”
Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.