The Big Question: how do I invest a lump sum?

Our monthly video series delivers clear, jargon-free answers to our clients’ most pressing questions in just under three minutes.

In our latest episode of The Big Question, we ask Senior Wealth Executive, Kate Walley: How do I invest a lump sum?

“There are a few key things to consider before recommending a specific strategy.
“We start by taking time to understand your goals. For example, are you investing to supplement your income in retirement, saving for your children’s education, or hoping to buy a property? Your goals and when you hope to achieve them will be the foundation for our recommendations.” explains Walley.