Beginning Investor: How to Start
by Charles Rotblut, CFA
If you are brand new to investing, the question you are probably asking yourself is: “What should I do first?”
It is not an easy question to answer for someone who is just starting to manage their portfolio. There are many options available, with just subtle differences between some choices. More importantly, you do not want your first investment to be a losing one.
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So, how do you start?
In this new column, I plan to answer that question. I will explain primary investment concepts and give you basic steps that you can take to manage your portfolio. More importantly, I will give you the knowledge to become a successful investor.
It does not matter if you are a brand new investor starting with a very small portfolio or someone who is taking over their investments for the very first time, the steps are essentially the same. So, let’s start taking that first step.
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