Louis Petrossi's Investment Tips Presentation

1. Louis Petrossi's Investment Tips

2. •Louis Petrossi, owner of the Wealth Research Institute, regularly advises
clients on global investment opportunities.
He offers the following tips for making sound investments.

3. •First, define your goals and your resources.
Are you saving for retirement, a home, or a child's education, or just to have a
more comfortable “cushion”?
Knowing what you are aiming for will help you determine how much risk you are
willing to take.

4. •Perhaps you want to play it safe and invest in bonds or savings accounts, or
perhaps you want a higher rate of return and are willing to invest in stocks.
If you choose to invest in stocks or other securities, decide on a brokerage firm
and a representative with whom you will be comfortable working.
Meet with various brokers, inquire about their backgrounds and experience, and
choose someone who has a solid history.

5. •Once you have an idea as to whom you want to work with, inquire with FINRA
BrokerCheck to ensure that the brokerage has not been the subject of
disciplinary action.
Once you have selected a broker, discuss where your investments will go.
Be sure your portfolio is diversified, which ultimately means investing in a
variety of options and industries.

6. •Brokers can help you choose investment opportunities based on your unique
needs and help to maximize your return potential.
While investment is never without risk, an experienced brokerage can help you
minimize this risk and get the most out of your investment.

7. •Brokers can help you choose investment opportunities based on your unique
needs and help to maximize your return potential.
While investment is never without risk, an experienced brokerage can help you
minimize this risk and get the most out of your investment.