Oct 13, 2022

FIEGI Report – Why the Location of your Investments Matter

Written By: Ryan Fiegi

Welcome to the mid-October FIEGI Report! Can you believe we’re in Q4 of 2022? It’s a great reminder that Time is the most valuable resource. Everything we do here at PFG is with the intent to buy our clients more time; so they can spend it doing the things that matter most to them. The below article is a refresher, or sorts, regarding your investment accounts. By handling all the knowledge and administration noted in this article we here at PFG are committed to buying you more time!

Why the location of your investments matter (3-min article)

Conclusion: Knowing which investment accounts will hold which investments is a critical piece to your long-term investing goals. Just like your patients trust you to put their crown on the right tooth; trust PFG to make sure your investments go in the right accounts.


Monthly Quote:

“More is lost by indecision than wrong decision. Indecision is the thief of opportunity. It will steal you blind.”

– Marcus Tullius Cicero (Roman Scholar)

Stay up to date! Receive a Weekly Message with Financial Tips & Advice for Dental Professionals.