1. Learn Investing from People Around You.
Clients and owners may be experts in their field.
Identify potential sources
Look for people in your life who have experience with investing, such as family members, friends, colleagues or mentors. It’s best to seek out those who have been successful and have a solid track record of making sound investments.
Ask questions
Once you have identified potential sources, don’t be afraid to ask them questions about their experiences. Ask them about their investment strategies, what they look for when choosing investments and how they manage risk.
Listen and learn
When someone shares their investment experience and knowledge with you, listen attentively and take notes if necessary. You can also ask for recommended books, blogs or podcasts to expand your knowledge.
But wait there’s so much more!
Emmy Sobieski continues her “HorseGrooms’ Guide to Finance” on the HorseGrooms Community. Sign up for the HorseGrooms Community today!
This is NOT financial, legal, tax or investment advice.
This article is for educational purposes only. It is not advice. Why isn’t it advice? First, I don’t have the licenses necessary to advise you. Second, I don’t know your specific situation, which I would need to know in order to advise you (if I had the licenses, which I do not).
Whenever someone gives you advice, ask yourself these two questions above: do they have the credentials, and do they know your specifics? If either answer is no, treat their advice like a starting point of learning, and not as advice.
Let these blogs serve as a starting point in your education, not an end answer. Only you can find your answers to your specific situation.
I love this horse community, especially the parts that come together to celebrate the majesty and generosity of the spirit of horses. I want to provide a starting point for you to learn and empower yourself with financial knowledge, and map your perfect journey through life.
My career: 32+ years as an institutional investor, specializing in technology stocks, corporate, and startup operations. I am an advisor and investor in public companies and private companies; authored the #1 Amazon Bestselling book $100M Careers: the 5 Fastest Paths to Wealth Beyond Your Wildest Dreams; am a financial coach through my $100M Career Amplifier program; have managed multi-million and worked on multi-billion funds; and have been a keynote and guest speaker for many events and podcasts, covering everything from careers, leverage, operations, and technology.
You can learn more on my LinkedIn page or my website.
