New To Investing

As you begin investing , asking the right questions, having the right conversations, and staying focused can help get you started toward your investment goals.

Setting Goals

It’s important to determine your goals–what you want your investments to help you accomplish-before you start investing.

Discussing Investments With Your Spouse or Partner

Do you share the same views about how to invest your money? If you don’t know, it’s important to find out sooner rather than later.

Paying Down Debt vs. Investing

Always pay off debt first — right? Well, it’s not as cut and dry as it may seem at first glance. Find out about all you need to consider.

As you begin to invest, you will have many questions. If you are in a relationship, there will be even more. You will need to talk. Some conversations are more important than others for spouses and partners. Don’t skip the one about how you invest your money.

Part of the conversation will be how to make sure you are monitoring your portfolio. Tracking your investment progress can be a daily, weekly, monthly, or quarterly routine, depending on what you’re most comfortable with.