Investor Mindset - Value #4 The Order of Investing, Part 2

<p>Values - family values that dictate direction, risk and investment strategy</p><p>Emergency fund - the benefit of having a $1500 emergency fund set up to offset healthcare or automotive bills.  This is especially effective when paying off debt and pushing any excess funds to reducing debt.</p><p>Debt - speaks for itself - every family and individual needs to utilize a plan for reducing debt to prepare for an investment future.</p><p>Hedge - a safety bet meant to protect market investments.  Our discussion centered out the use of gold and silver, specifically.</p><p>Savings - self explanatory</p><p>Safety - this requires ongoing conversation and attention to the wills, trusts and insurance policies that protect wealth and wealth transfer</p><p>Cash Flow - one of many products or markets that can produce monthly remuneration for value.</p><p>Conservative Investing - stocks, bonds, annuities, 401k, IRA's etc.</p><p>High Risk Investing - futures and some options products</p><p>Wealth Transfer - we recommend working with a fiduciary to set up draws from your investment products and to protect the investments passed on to your family.</p><p>Equity Stakes - we believe that the new stock market will be holding equity stakes in small businesses.</p><p> </p><p>Additional resources:</p><p>The Gospel of Wealth - Andrew Carnegie   <a href="https://amzn.to/2AyOhV4">https://amzn.to/2AyOhV4</a></p><p>Convive Coffee - Pittsburgh, PA  www.convivecoffee.com</p>