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Getting Started

Everyone has a different idea of what money and investing means to them. For many, investing is a means to achieve personal freedom, a sense of security, or the ability to afford the things they want in life.

Whether you are new to investing or a seasoned investor checking in with your investment plan, it’s important to set clear goals, understand your risk tolerance, and research both who you are working with and the types of investments you are considering.

Regardless who’s actually managing your investments, only you will know if you are comfortable with the investment choices and the level of risk involved. It’s up to you to stay on top of your investments and to keep your plan up to date as your life changes.