Posts in investing
The Ideal Portfolio For You

If you have a 401k, a 403b, a Roth IRA, or a brokerage account, you my friend, are an investor. It may not seem like that especially if you have a financial advisor, an employer, or some other entity looking after your money. However, even if you have someone looking after your money, you still need to know a bit about investing. If not, you risk getting taken advantage of, losing your money, or worse, not understanding how much you may have! Don’t fear - it’s not hard to understand.

So, what is a portfolio?

Read More
Four Securities Everyone Should Know

What is a security? A security is a financial instrument that holds some type of monetary value. A little ambiguous? I think so too. Many people don’t think they are “investing” if they participate in their company’s 401k plan, have an IRA, or have a financial advisor. However, even if you aren’t “trading stocks” you are still investing! A few security types make up the bulk of investing such as stocks, bonds, mutual funds, and index funds. Today, we’re giving you a breakdown on what you need to know about these securities to stay informed. You don’t need to know the ins and outs of the stock market to start investing:

Read More
Shock of Picking a Stock

Investing for the first time is like learning a new language. There are new acronyms, symbols, and confusing vocabulary that can leave you overwhelmed and frankly a little defeated. However, with a little guidance and some easy steps, you can be on your way to investing in stocks for the first time. 

Read More