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Back To School – Help Your Clients With The Basics Of Investing

The investment universe is filled with lingo, acronyms, and concepts that aren’t always easy to understand for those outside the industry.

Breaking down the concepts and explaining the terms can go a long way toward helping your clients develop understanding.

NerdWallet has published a few posts that can serve as great resources!

Starting at the beginning, they break down what mutual funds are and how they make money, how the fees work, and how to invest in mutual funds.

They break down the different types of funds, investment styles, and provide tips on how to invest in stocks for the DIY types.

Clients look to financial advisors for guidance and education. The more your clients understand the ins and outs of the industry and investment strategies the better they’ll understand portfolio decisions. Like the old NBC public service announcement said,  “the more you know.”

Read 368 times Last modified on Tuesday, 20 August 2019 08:23
Tuesday, 20 August 2019 06:03