Successful investing starts before the investment decision
, 3 minutes
Lots of investors ask themselves the same question at the outset: Which investment is right for me? But investors looking to grow and preserve their assets over the long term need to start at an earlier stage. Well-founded investment decisions are not the result of selecting individual products but of a clear strategy. And this doesn’t begin in the market but with your own goals.
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“Choosing a product is not the starting point but the result of good advice. We first look at your goals, your needs and your personal situation.”
Michael Blum, Product Manager Investments and Pensions at Zuger Kantonalbank
From the goals to the strategy
What you wish to achieve with your assets is the basis of any investment strategy. Goals, time horizon and personal circumstances determine how your assets can be meaningfully structured. Clarifying these aspects early on creates the basis for a strategy that will hold up over the long term and weather varying market phases. Clients tend not to address this topic in sufficient depth or underestimate its importance. Decisions are made too early in respect of individual solutions instead of considering how the different components interact. A clear structure helps in properly assessing the opportunities and risks and in gaining an overview of your own situation.
Christian Panzuto
Christian Panzuto, Berater Kommunikation, bringt sein Kommunikationsverständnis aus den unterschiedlichsten Branchen bei der ZugerKB ein. Er sorgt für zielgruppengerechte Ansprache verschiedener Themen auf allen digitalen Kanälen. In der Freizeit trifft man den sportlichen Schreibtischtäter joggend am Vierwaldstättersee, auf dem Velo rund um den Zugersee oder im Cabrio auf den wunderschönen Alpenpässen der Schweiz.
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