Here we are going to provide some notes that apply to portfolios of all sizes. Since they don’t neatly fall into unique categories, we’re just going to lump them.
As your investments build to this level (which it most assuredly will over time if you take the right steps and have patience!) and as we age our financial picture becomes even…
As we build the size of our portfolio through gains over time and continued savings and reinvestment we may want to consider an alternative option of equity investing…
Congratulations! You have made difficult saving and budgeting decisions and you now have enough money saved up to begin investing in your personal brokerage account…
Keep saving. Previously in the “cash” asset class discussion, we went through the importance of having a “buffer” of about 3 months…
Financial Basics
Jot down what’s on your mind and we will get back to you as soon as possible. We look forward to hearing from you!
All information included in this page and all pages throughout Young Money, Smart Money is provided for informational and educational purposes only and should not be taken as investment advice or a recommendation to invest accordingly. Investing involves risk, including a potential for a loss of principal. Educate yourself about all investments and funds you purchase, including their risks, objectives, and fees and expenses before investing. For additional assistance, please contact us or another financial professional for a more detailed review of your specific situation.