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Financial World – Basic Training

New investors, or investors who simply aren’t seasoned in the areas of finance, sometimes struggle to make sense of the sea of options available to them.

Before you can create a successful portfolio that aligns with your specific financial situation and goals, you must first have a basic understanding of the investment vehicles (stocks, bonds, mutual funds), as well as concepts such as risk vs. reward and time horizon. Then you have to have a general idea of what the market is doing, how it is reacting, and what those forces causing the reaction are. You must then marry this with your own beliefs, predictions, and goals, then continuously monitor all of the above.

To make it even more challenging, more and more options are becoming available to investors, and our economic and geopolitical worlds continue to shift at an ever increasing pace. It is no wonder so many are admitting they would benefit from the advice of financial professionals (see survey results from our last blog entry).

Our first responsibility as financial advisors is to educate investors. This duty is ongoing, and is at the forefront of our minds every day. Here is an article which is great for beginning investors. Written by John DeFeo of the Street.com, it captures some basics and links to very good resources. Enjoy!

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