It’s one thing to take fashion tips from social media to create an outfit for Friday night, but it’s another to take investment advice from an online post and then make changes to your portfolio before speaking with your financial advisor or investment manager. Social media is a place where friends and family can connect and share, but it’s also a hunting ground for con artists and hackers, as well as influencers who are paid to offer advice on serious topics regardless of their education, knowledge, or expertise. Basically, social media can be a trap for the naïve and suggestible.
Alloy Wealth Management, and our CEO Mark Henry, are on social media. We’re on Facebook, Instagram, LinkedIn, and YouTube to engage with clients and potential clients and offer helpful information on our services and much more. We blog about financial topics in the news and offer readers answers to common questions regarding investment management, retirement planning, estate planning, etc. Yet no matter what we post or write about online, we encourage people to call us to ask questions. We want to educate followers and readers about financial topics yet need to get to know them personally to really help them understand their financial goals and offer a strategy to help them achieve those goals.
When it comes to weighing major financial decisions, put your trust in a fiduciary financial advisor and not tweets or posts read online. Call 800-689-3935 to schedule a consultation with one of our financial experts.