Advice from a Financial Planner

Advice from a Financial Planner - INVESTING How to Get...

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1 INVESTING: How to Get Started Joseph Goetz Assistant Professor, Housing & Consumer Economics Financial Planner, Elwood & Goetz Wealth Advisory Group Getting Started One Caveat emptor Two Three Four A Winning Strategy (Savings Behavior) Intelligent Investing Before You Invest… •Financial Knowledge •Research, learn, and seek professional assistance •Establish a cash reserve •Make sure you have managed your risks
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Investing – Basic Terminology Stocks and Bonds Diversification Mutual Funds, ETFs and REITs Investment Asset Classes & Asset Allocation ROTH IRA and 401(k) Return & Expenses The Importance of Goal-Setting & Planning •How much will you save? •How long will you invest the money? •How will you invest the money? “Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other [better] route to success.” Stephen A. Brennan Two Winning Strategies
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Advice from a Financial Planner - INVESTING How to Get...

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