Don’t Let Investments Go On Vacation

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WAXHAW, NC – Now that the COVID-19 pandemic has subsided somewhat, people are feeling freer to travel. But while it’s nice for you to take a vacation, you won’t want your investments to do the same. How can you keep them working on your behalf?

First, invest consistently. If you only dabble in investing, occasionally putting some money in to one investment or another, it will be difficult to build a portfolio that’s consistently working in your best interest.

Also, you need to own enough of the types of investments that can provide the growth you need to reach your long-term goals. And make sure you’re getting the most out of these investments. For example, your 401(k) and IRA are designed for your retirement – so try to avoid tapping into them early.

Finally, review your investment portfolio at least once a year to make sure it’s still performing the way you intend. If it’s not helping you make the progress you need to achieve your objectives, you may want to make some changes.

If you’re traveling this summer, relax, take in the sights and enjoy yourself – but keep those investments working hard.

Member SIPC

Dylan Hales/Edward Jones – (704) 684-0103

10715 Sikes Place – Suite #110

Charlotte, NC  28277

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Dylan Hales
I'm a native North Carolinian, who grew up in the eastern part of the state. My folks exhibited and instilled many of the values that I still hold close to today. I had the opportunity to earn a bachelors from NC State, which is where I met my wife. We married shortly after she graduated in 2016. She grew up in this area, so we moved back to the Wesley Chapel area so we could be close to her family. Folks here have been more than welcoming and have made it feel just like home (minus the eastern NC BBQ).

People often ask what I like to do when I'm not at the office. That mostly depends on what time of year it is. During the spring and summer I like to work on my garden. During the fall and winter I love keeping up with NC State football and basketball. We also have two rescue dogs who like to explore the state with us.

Since I've been in Wesley Chapel, I've noticed that most folks just like me. We're all from somewhere and we've all come here following the things we love. I want to understand what those things are for you, and help get you there.