Broker Check

FAQ's

How do I get started investing? If you are looking for assistance the first step is to find a professional financial planner who has a similar philosophical view of investing as you do, a person with whom you feel compatible. Your planner will assist you with the rest.

Do I need a large amount of money to get started? No. Using a monthly automated investment plan makes investing affordable for many people.

How do I get started investing? If you are looking for assistance, the first step is to find a professional financial planner who has a similar philosophical view of investing as you do and with whom you feel comfortable. Your planner will help you with process and paperwork.

How much risk do I have to take? Determining your risk tolerance level occurs early in the financial planning process. The investment you choose should take your comfort with risk into consideration.

Can I make changes? Companies usually have rules around frequent trading. However, portfolios should be reviewed on a regular basis, re-balanced as needed and changed as circumstances change.

Should I have an IRA or Roth IRA? There are significant differences between the two plans which need to be considered carefully. The facts of your unique situation will help you determine which of the two IRA types will best fit your needs and objectives.