Investing: Cut the Bull—the Bear Basics of Investing

Setting clear goals for the short-term, long-term and everything in between will help you decide what trade-offs you are willing to make to prepare for the important milestones ahead. This chapter will cover some of the basic principles of investing so that you can build your financial confidence and make more informed decisions about creating and managing your wealth.

In this chapter, we cover:

  • The basics of investing, including asset classes, stocks vs. bonds and the long-term play.

  • What "the market" actually means and ways to talk about it.

  • The principles of investing and the importance of managing risk.

  • Getting started and determining your investment strategy.

  • Ways to find the right Financial Advisor.

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CRC 4914184 03/23