Let’s cut to the chase. What do you need to do to make your money work for you? When can you start and what should be your first step? These questions and many more will be addressed while exploring eight key investment principles. Whether you are starting out or have been in the market for years, this overview of checks and balances will enable you to develop and assess your strategy and make the necessary adjustments as needed.
In this concise overview you will learn principles that can be applied to your financial situation and implement best practices for reducing risk and optimizing returns.
Taught by: Tracy Theemes MA, CFP - Financial Advisor, Co-Founder Sophia Financial Group