Did you know that the number one factor listing as a top priority by Americans in investing is wealth preservation? During a recent survey of private bankers and wealth advisors, the five top factors that were most important to clients in wealth management and investment decisions were: 1) wealth preservation (70%); 2) minimizing tax (62%); 3) minimizing risk (54%); 4) income return (49%); and 5) capital growth (49%). Other top investing factors that ranked over 30% were passing wealth to the next generation (succession planning), portfolio diversification and portfolio liquidity.
What is most important to you in your investment strategy? Visit our website for more in the latest business news and trends. https://premiercomputing.com
