Investing 101: New or Busy Investors
Do I need a financial advisor?
How are financial advisors paid?
What account(s) do I need?
How should I broadly allocate my investments? (asset category)
Investing 102: Experienced Investors
How do I further diversify my investments? (asset class)
Should I take an active or passive approach to investing?
When should I sell and when should I buy?
What is my financial advisor’s capacity?
What is my financial advisor’s primary means of growth?
Investing 103: Savvy Investors
Portfolio construction
Allocating across multiple account types
Cross-billing
Calendar vs as-needed rebalancing
Managing qualified vs non-qualified dividends
Balancing trading fees and expense ratio with ideal portfolio
Investing 101: What Every Investor Needs To Know
Do I Need a Financial Advisor?
DIY
Robo-Advisor
Financial Advisor
How are Financial Advisors Paid?
Commission-based structure for Access.
Flat fee structure for Advice.
Fee-based structure for Action.
What Account(s) Do I need?
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How should I broadly allocate my investments?
Employer 401k match, then Roth IRAs, then max employer 401k, then taxable account.
