We all have financial goals, and we all have to start somewhere to reach them. Thinking about your personal tendencies and attitudes can help you make choices about how to work toward your goals. See if any of these descriptions sound similar to you:
Market ups and downs and economic turmoil intimidate me. I don't want to invest because I'm afraid I might lose money. I'm keeping my money in the bank.
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I like to be very involved, and I enjoy studying the markets and learning about investments. I want to know at all times how I'm doing. I want to call all the shots and make all the decisions.
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I don't know much about investments. I'd like to learn about them in a way that's easy to understand. I don't want to make a decision until I feel confident that I understand my choices.
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I want to invest for the future, but I don't want to have to spend time making the day-to-day decisions. I would be comfortable handing over the day-to-day management to a professional.
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I know I need to save for the future, but I have no idea how to do it. I don't think I have enough money to start. I appreciate the value of professional advice.
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I'd rather do it myself. I can make more money through online trading. I don't think "buy and hold" works.
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