CryptoChameleon

Do you want to start investing but fear you will be buying in at the top of the market? Well, what if I told you there was a way to invest in which you could take emotion out of the equation altogether, not only banishing market anxiety but actually taking advantage of dreaded market volatility? Too good to be true? Far from it. The panacea exists, and it’s called dollar cost averaging or, as we call it in the finance world: DCA.

Dollar Cost Averaging is a pretty simple financial strategy: you purchase a set dollar amount (say $300) of securities (stocks, mutual funds, etfs, bonds…you get the idea) on the same day each month. Because you are committed to a set dollar investment the total number of shares purchased will vary from month to month based on the market. In months where prices are increasing you receive fewer shares; however, in months with falling prices your money buys MORE shares.

How does this benefit you? It removes emotion from the investment equation by keeping you from attempting to “time the market” (which has been proven to be impossible) and helps establish the saving behavior necessary for long term financial success. You are not waiting for a certain price to be reached before buying and when markets are experiencing volatility you are not selling and sitting on the sidelines waiting for things to settle down and then attempting to determine when to buy back into the market. Rather, you are using a disciplined strategy to steadily contribute to your long term goals and when the market is on sale, prices are declining, your monthly contribution has more buying power.

Here’s what’s even better: you are most likely already taking advantage of DCA as part of your financial plan, without even realizing it! If you are contributing to an employer sponsored retirement plan like a 401(k) (which you should be!), you are taking advantage of Dollar Cost Averaging by setting aside a certain percentage of your pay and investing it on set days each month. But why limit a DCA strategy to just one segment of your financial portfolio? You can leverage Dollar Cost Averaging to efficiently build individual accounts for shorter or medium term priorities such as travel, a new car, or purchasing a house. It’s not magic or rocket science, but Dollar Cost Averaging can help take advantage of volatility in markets, remove emotion from investing, and establish a beneficial pattern of saving for future priorities.

While dollar cost averaging is a powerful financial tool it is only one component of a full financial plan. If you would like to talk more about the impact of dollar cost averaging on your personal financial plan please contact me at zach.swaffer@trilogyfs.com.

In today's dynamic financial landscape, achieving robust financial growth necessitates more than just earning; it demands smart management of your wealth. Trilogy Financial Services exemplifies this ethos, providing a conduit to “amplify wealth” through professional financial planning.

How Are Financial Strategies Tailored to Individual Needs?

Trilogy's financial planners excel in tailoring strategies to your unique financial objectives. They ensure your money works smarter, not harder, covering areas such as:

• 401k Retirement Planning
• Wealth & Asset Management
• Estate Planning Strategies
• Investment Strategies
• College & Education Planning
• Insurance Services

This holistic approach embodies the essence of “amplify wealth management”​1​.

What Expert Insights Are Offered for Investment Strategies?

Jake Claver, a finance expert, emphasizes the need for simplicity in investment strategies. He suggests having a diverse portfolio to reach long-term financial goals ​2​.

What Makes the Journey to Amplified Wealth a Collaborative Venture?

The journey to “amplified wealth” is a collaborative venture with skilled advisors.A Visual Capitalist survey reinforces this idea by revealing:

• 74% of Americans engage in financial planning.
• Only 29% work with a professional planner, emphasizing the potential for enhanced wealth management with professional guidance​3​.

How Does Trilogy Help in Bypassing Investment Pitfalls?

Investing in Trilogy’s expertise means bypassing common DIY investment pitfalls. Andrew Lokenauth, a seasoned financial planner, reinforces the significance of professional guidance in achieving financial security through smart investing​4​.

How Does Trilogy Contribute to Wealth Preservation and Growth?

With Trilogy, you're not merely preserving wealth; you're propelling it to new heights, embodying the essence of “amplify my wealth.” Did you know the alarming statistic that 42% of Americans have less than $10,000 saved for retirement ​5​?

What Does the Signature Process and Professional Advisors Offer?

Trilogy's signature process and professional advisors offer:

• Independent competitive portfolios
• Tax-smart strategies
• Real-time portfolio adjustments
• Risk mitigation approaches

This tailored guidance fast-tracks your financial independence, allowing your money to work tirelessly towards pursuing your financial objectives​1​.

What Is the Track Record of Success Among Financial Professionals?

The Forbes/SHOOK Top Wealth Advisors have a strong history of success. Utilizing financial professionals who have trusted advisors can have a big impact on your wealth management. It also highlights the advantages of using professional financial planning services, like those provided by Trilogy Financial Services ​6​.

How Does Technology Optimize Financial Management?

Technology is important in changing finance, and Trilogy Financial Services uses advanced technology to increase wealth.Trilogy has personalized digital platforms that give you real-time insights on your finances, helping you make quick informed decisions.

• Personalized Digital Platforms: Trilogy offers personalized digital platforms that provide real-time insights into your financial portfolio, enabling you to make informed decisions swiftly.
• Robust Data Analysis: Utilizing advanced data analytics, Trilogy's financial planners can dissect complex financial data to unearth lucrative investment opportunities and mitigate potential risks.
• Secure Digital Transactions: With a focus on security, Trilogy ensures that all your financial transactions are conducted securely, protecting your wealth from potential cyber threats.
• Virtual Consultations: In an era where digital interaction is paramount, Trilogy facilitates virtual consultations with financial experts, ensuring that you remain on the right financial track, irrespective of regional constraints.

These technology-driven approaches not only streamline the financial management process but also provide a seamless, interactive experience. By integrating modern technology, Trilogy Financial Services demonstrates a forward-thinking approach in helping clients “amplify their wealth.” Combining financial advice and technology helps people grow their wealth. Trilogy is a great option for investors who want to succeed in today's digital financial world.

How Can You Embark on Your Pathway to Amplified Wealth?

“Amplified wealth” with Trilogy isn’t a distant dream, but a tangible reality awaiting your action. Engage with Trilogy Financial Services and set the cornerstone for a financially secure and affluent future.