Fundamental Investment Basics to Keep Top of Mind

  • admin
  • September 4, 2018






The world of investing is a large, and one you can easily get lost in if you don’t have a clear idea of what you want to accomplish. Rather than getting intimidated or overwhelmed by the process, familiarize yourself with investment basics and kick off your investing.

Determine Primary Objectives

Your objectives are impacted by your age, goals, income, and personal circumstances, to name a few factors. By establishing your primary objectives, you’ll more easily be able to give your money a purpose. An experience wealth manager can help you boil your objectives down and bring clarity to your long-term goals. Whether your objectives are related to growth, income or safety will help guide your strategy.

Investment Types

Between mutual funds, stocks, bonds, and alternative investments such as real estate and gold, the investment vehicles available can seem daunting. Having a clear understanding of your risk tolerance level will clear some of the fog clouding your investing decision making. While bonds are generally considered a relatively safe investment, the return potential of this investment type is lower. On the flip side, stocks are considerably more volatile and can fluctuate on a daily basis. Your wealth manager can help you determine what blend of investment types is best suited to your personality and goals.

Develop a Strategy

Once you’ve considered your primary objectives and landed on those most critical to you, and considered the investment types available to you, it’s time to develop a strategy. If you’re this far along in the process and have no engaged a wealth manager, now is the time to do so.

While it’s important to have an understanding of your investment goals and options before investing, don’t let that uncertainty keep you stagnant. Do your research, ask questions and engage a wealth manager to light a fire under your investing.


About SZadmin

No Comments

Leave a Comment