New To Investing

As you begin investing your money, you’ll have lots of questions. Learning how to ask the right questions, start the right conversations, and stay focused will help you feel more confident.

Discussing Investments With Your Spouse or Partner

Though you may not share the same viewpoints about how to invest your money, it’s important to talk about it.

Setting Goals

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

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. Investing first may be the better option.

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 doesn’t have to be a daily, weekly, or monthly routine. In most cases, quarterly checkups should suffice.