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A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

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5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

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Investing for the First Time: What to Know

October 13, 2022

Congratulations on making a decision to jump into investing feet first. It can feel overwhelming, but it can also be helpful to think about the fact that every investor felt like this at one point. When you work with our firm, you’ll have a better understanding of what you want to achieve right now and how this fits into your long-term plan, too.

The first and most important thing to keep in mind is that you need to discover your personal investment style. There are two primary options: passive investing and active investing. Both styles have benefits, and it really depends on what you want to accomplish and your general approach to your involvement in investing when it comes to deciding your primary path. Your interests, tolerance for risks, overall budget, and lifestyle will each influence what you decide.

With active investing, you’ll need to be someone who likes to do research. You’ll have to be involved with opportunities, analysis, and performance of those investments after you make them. Time, knowledge, and your personal desires all might play a part here in what you think.

The effort with passive investing is reduced by a lot while still providing you with good payoffs over time. You might have less of an influence on the overall strategy of your investments this way. For those people who really love the research and analysis part of projects, passive investing may not be interesting enough to capture your attention.

When someone else is managing your investments, this is a great way to leverage their knowledge and experience to mirror many of the same benefits of active investing. You’re still involved to the extent you want to be, but without having to do most of the heavy lifting on your own.

If you need help deciding your style and what works best for you, or if you’d like to be more an active investor over time, talk with us about your options.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

The post 5 Budgeting Myths That Stop People from Saving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more