Is Now a Good Time to Invest with Ariel Ward

This week I sat down again with Ariel Ward, CFP to talk about
things to think about before buying a home.


Ariel Ward, CFP joined Workable Wealth in 2018 as a Financial
Planner and in March of this year, made the move to Abacus Wealth
Partners with me as a Financial Planner. She and I work closely
together on our clients. She has 11 years of experience in the
field of personal financial services and in helping clients
develop financial clarity. She is passionate about helping
professionals understand their financial lives and make better
decisions with their money. Ariel is married to a pilot and
spends as much time as possible exploring the US with her husband
and 2 children. She enjoys working with clients in the aviation
industry to make the most of their employee benefits and map out
a plan for personal financial strength. She is a member of NAPFA,
the XY Planning Network and the Financial Planners Association.


Ariel works virtually out of Charlotte, NC. She enjoys North
Carolina’s mountains, beaches and everything in between. In her
free time you can catch her walking to one of Charlotte’s
excellent breweries, playing Scrabble or building Lego houses
with her kids.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


Why people have hesitation around investing

Some fears people relate investing to

Why you shouldn’t use the news as a guide for to invest

Translating the market changes to your investments

How risk tolerance and asset allocation play into your
investment portfolio

Questions to ask yourself when considering different
investment vehicles

The trend of the market over a long period of time

Investment vehicles for different levels of risk and what
that means for your money

The good and bad of taking on more risk in your investments

Why you should understand the emotional aspect of investing

How a financial planner can help you navigate your capacity
for risk

Should you invest when the markets are high?

How to utilize dollar cost averaging to support your
emotional side of investing

What is meant when talking about “investing”



LINKS WE MENTIONED ON THE SHOW


Dow Jones Industrial Average

S&P 500

MSCI

Russell 2000



GET SOCIAL WITH ARIEL AND LET HER KNOW YOU HEARD ABOUT
HER HERE


Workable Wealth Website

Ariel’s e-mail

Instagram