Getting Started
Tap the knowledge of experts
Investing can be challenging. There is a wide range of investment choices. Markets can be complex and ever-changing. A trusted financial advisor can help you set goals, select investments and put a strong financial plan in place. Your advisor can help you choose the best investments available to fit your goals. And your advisor can also help you adjust your strategy as market conditions and your personal needs change.
Your financial advisor should take the time to understand where you are and where you want to go — then help you develop a long-term investment plan to reach your goals. Specifically, a financial advisor can help you:
- Define your financial goals
- Determine a suitable time frame for meeting your goals
- Evaluate the level of investment risk that is appropriate for you
- Find securities to match your particular needs, circumstances, goals and expectations
- Make decisions backed by investment experience
Investing is ongoing
After your initial plan is implemented, you should meet with your financial advisor at least once a year to ensure that your portfolio is still in line with your goals. You should also meet with your advisor during times of significant market volatility or if you experience a life-changing event that could have an impact on your financial situation, such as:
- Retirement
- Marriage
- Birth or adoption of a child or grandchild
- Job change, especially if there is a significant change in compensation
- Children's education expenses
- Divorce
- Estate planning
- Inheritance
- Purchase or sale of a business
- Receiving stock options
Learn more
Explore other Investing Essentials topics through the menu to the left. Access extensive reference materials through the Literature Library. Or contact a financial advisor for advice on the right investment strategy for your specific goals.