DIY Stock and Securities Investing
Keep investment fees to a minimum, use risk management strategies, take advantage of key tax breaks Uncle Sam offers, make timely investments, and create and follow a simple investment plan. I want you to grasp these easy-to-learn tenets of accumulating wealth and motivate you to invest smarter now and in the future.
About This Book
Stock and securities investing is easier when you’re receiving the right information. Getting it from “Wall Street” can be perilous. As a Certified Financial Planner® who owes a fiduciary duty to clients, I’m embarrassed by Wall Street’s behavior.
Through bloated expense ratios, advisor and account fees, misleading advertising, and more, your financial dreams can get dashed or held back at best.
So how does a motivated, hard-working person reach financial independence sooner than later? One way is through DIY stock and securities investing, but only if you’re getting the information you need to succeed. I’m here to help.
My one-stop shop investment plan is easy to set up, manage and requires minimal effort going forward, yet it has yielded excellent results. Or, you can choose to get more involved if you have the time and interest.
Where to Buy the Book – Paperback
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Where to Buy the Book – ebook
What You’ll Learn
- The 5 tenets of successful stock investing
- How to incorporate 3 key risk management strategies
- How expense ratios work and affect your return
- Monitor major stock and security indexes
- Understanding risk tolerance and time horizon