New Investors: Simplify The Stock Market
Receive the support and education you need to make smart decisions in your financial portfolio.
You would like to invest but you don't know where to start.
You are currently investing but are not sure if you're doing the right thing.
You want to have a stronger understanding of your finances.
You are interested in passive, hands-off investing.
You recently started a new job or left an old one.
You are paying down debt while also learning to invest.
One day you may plan to pursue entrepreneurship.
You are focused on long term thinking and consistent wealth building.
You want to stop working someday or cut back on the amount of hours you do.
Investing seems overwhelming.
I have personally helped hundreds of people grasp the basics of building wealth in the stock market.
How to identify which accounts are best for you
How to spend less than 30 minutes per month investing
How to determine paying down debt vs investing
How to diversify your portfolio
How to invest passively in the S&P 500
How to buy and analyze dividend stocks
How to reduce taxable income via 401(k)
How to automate all of your investments
How to build a strategy that fits your lifestyle
How to calculate the potential return on investments
When to dollar cost average vs lump sum invest
How to calculate capital gains and capital losses on trades
How to think and act like a long-term investor
How to compare and contrast the following accounts
401(k), Roth 401(k) , TSP, Roth IRA, Trad. IRA, Brokerage
UTMA, and Joint Brokerages.
How to transfer stocks from one brokerage to another
How to determine how much you should put in retirement