Good Financial Read: Investing For Beginners


    Investing for Beginners

    5 Stock Market Basics You Should Know Before Investing

    by Eric Roberge, Beyond Your Hammock

    The most important thing about the stock market? It’s unpredictable.

    Think of it like a wild bull – and I don’t mean the “wildly successful bull market” where everyone always makes money.

    I mean, literally a ferocious Taurus: a large, powerful being that has no interest in your personal worries, feelings, happiness, or well-being.

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    A Common Sense Guide to Investing in Stocks and Bonds, Part 1: The Economics of Stocks

    by Massi De Santis, DESMO investment advisor

    Stocks and bonds are very effective tools for building and managing wealth. You can combine stocks and bonds to save for virtually any goal, from building a nest egg for retirement to saving for college education to a safety net. In practice, however, many people do not have the confidence to choose stocks and bonds. Additionally, they may have had bad experiences in the past, especially with stocks. The difficulty of choosing stock and bond portfolios combined with individual prejudice and past experience leads many people to hold onto suboptimal investments or others to avoid stocks and bonds altogether, to the detriment of their financial plans.

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    Investing for Beginners: Asset Allocation

    by Travis Tracy, Fortitude Financial Planning

    When it comes to investing, everyone wants to find the nearest Apple, Google, Tesla stock, etc; However, this is a demanding task. Studies have shown that the best investment strategy is a balanced and diverse investment portfolio in order to achieve long-term investment success. A balanced investment portfolio starts with the asset allocation of the portfolio. For those unfamiliar with asset allocation, it simply implements an investment strategy consisting of stocks (stocks, mutual funds, ETFs, etc.) and fixed income securities (bonds, bond funds, bond ETFs, etc.). At the beginning of your journey in choosing an asset allocation that best suits your needs, there are a few things you need to ask yourself first:

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    Learn the basics of investment taxation and start investing more efficiently

    by Massi De Santis, DESMO investment advisor

    As you probably know, virtually any monetary income or gain in your life are taxable and investment income is no exception. We just can’t escape taxes. There is some good news, however. First, when you tax your investments, it generally means that you have made a profit. And while not as good as profits, any investment losses can be used to offset other gains or income, thereby lowering your taxes.

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    Following financial advisor blogs is a great way to access valuable, educational information about finance – and it won’t cost you anything! Our financial planners are happy to share their knowledge and help everyone, regardless of age or wealth.


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