Discussing Investing with a Young Client

We met recently with a young client who was just getting started and wanted to learn more about investing. They were so eager to get a jump on the finances and figure everything out.

Today we’re going to share insightful anecdotes from this recent meeting, where we talked about the underlying principles of planning, highlighting the importance of understanding risk, diversification, and keeping a long-term outlook.

 

Here’s some of what we discuss in this episode:

• Investing should feel more like watching paint dry.
• How you should view risk and apply that to your investment strategy.
• The way we explained diversification to a novice investor.
• Understand your time horizon and structure your portfolio to align with that.
• What should you do with a QDRO disbursement after a divorce?
• The best account options for independent contractors to use.

 

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