Be inspired by these 6 tips from financial professionals

More and more information is being provided on social media about all kinds of life issues and of course it does not stop at finances. In England, the CFA Institute has this January in one new report almost established that 40% of investors, especially young people, cite influencers as an important source of information when making their investment decisions.

LinkedIn recently named this year’s Top Voices, a recognition the platform gives to people who consistently share interesting content and stimulate discussion in their respective fields. I spoke with financial visionaries and LinkedIn Top Voices from different fields and invited them to share their vision Favorite investing tips to share. Here is the collection. You might find a suggestion or two or discover an exciting personality worth following. Have fun!

Thierry Borgeat, co-founder of the Arvy platform, emphasizes the need for this Saving is the cornerstone of any investment strategy and calls for discipline.

His tips:

Olus Kayacan, independent consultant, bets on one conservative approach and recommends consistent risk management and setting clear boundaries to avoid emotional investment decisions.

His advice:

«When I make a new investment or build a new portfolio, I prioritize strict risk management over everything else. I believe in the power of clear boundaries to prevent significant loss and keep me from riding an emotional roller coaster.”

Dr. Efi Pylarinou, globally recognized leader and author in the field of fintech and technology, relies on an often neglected investment principle: invest in yourself:

“Most of us look for returns when we invest. An underestimated financial principle is investing in yourself, your education and the development of your skills, whether it concerns courses, coaching, your network… Because if you do not invest in yourself, there is no return possible – start with 10% own investment.»

Victor Cianni, Chief Investment Officer at Alpian, notes that the starting point for investing is less important than your understanding of these investments:

“There are literally millions of ways to invest, with thousands of different types of assets. Whatever path you choose, look beneath the surface Gain insight into the assets you invest in or by expanding your knowledge to other asset classes. The more you learn, the more similarities you will notice that can help you make a decision.”

Dr. Martha Boeckenfeld, Top 100 Women of the Future, Web3 consultant & investor and UN Messenger of Peace, emphasizes the importance of clear goals, especially when starting out:

“As someone who has learned the value of financial planning, I recommend starting your investing journey with SMART goals. Make them specific, measurable, achievable, relevant and time-bound. Whether your goal is retirement planning, owning a home, or financing your child’s education, For me, having clear goals and understanding your risk tolerance are the keys to long-term success.»

Stéphane Renevier, analyst at the Finimize platform, relies on this opposite perspective, when investment trends become fodder for the mainstream media. He gives this as an example «Magazine cover indicator»:

“When an investment trend becomes big and well-known enough to land on the cover of a major magazine, it’s often time to bet against the trend as markets look ahead and anticipate what comes next. The Magazine Cover Indicator has a pretty strong track record. For example, positions against the Economist cover stories next year would have given you about a 10% gain on your investment.»

In summary, the financial visionaries’ favorite tips demonstrate this proven principles are still valid and more valid than ever: Discipline, risk management, planning and clear goals, understanding the investment products and not neglecting yourself in all financial management are the building blocks for the success of any investment strategy.

Have fun investing and take a look at one or the other. In addition to general tips, you will discover news from the financial and technical world that can provide new ideas and impulses. 😉