Johns Island, SC

Coastal Wealth Advisors, LLC is a Registered Investment Advisor in the us of SC, Pennsylvania, and NJ. Any reference to Dimensional Fund Advisors is for illustrative and research purposes only. Dimensional Fund Advisors is a Registered Investment Advisor with the SEC and it is not associated with Coastal Wealth Advisors, LLC.

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4 Learn to look at investing as if you are buying an actual company not just a “stock”. Some individuals get into trading with the idea they’ll make thousands overnight and all they see is the ticker image. They fail to realize that there can be an actual business behind the stock that should be researched and analyzed to make an EDUCATED investing decision.

Failing to research your options will set you back a great deal of stress and money. And since we’re on the topic – another valuable lesson I’ve found as time passes is that when comes to investing either we make money or we learn valuable lessons. Is a win gain. 5 If your CORE reason behind why you purchased a stock changes or if you understand you had the story plot all wrong – is okay to let go!

Not sure where I heard this in the past but it made sense if you ask me: “We make investments to generate income not to be ‘right’ “. Quite simply, mistakes happen and is better to admit to yourself that you made an erroneous investing decision and proceed. Sometimes our ego gets in the way of our profits which is something we can all grasp.

As with everything, this is something that gets better as time passes. 1. Companies that have a proven history of profitability. 2. Are unique in the products/services they offer or have very few real rivals (if any whatsoever). 3. The business model/ way in which the company generates revenue makes perfect sense.

4. Strong brand names that are internationally known and/or have a strong “cult-like” following among consumers often. 5. Have strategies for the near future that are obvious and seem sensible. 7 Understanding what to buy is as important as knowing what things to avoid just. Staying away from junk stocks (ie: penny stocks, speculation, the “latest fad”) has paid great dividends towards my satisfaction as an investor and has allowed me to focus on real, high-quality businesses. Learning to identify junk and keeping from they have made all the difference away. 8 When it comes to the things you’re interested in / interested in – learn from the very best people you will get.

  • Very strong financial modeling/valuation and analytical skills
  • Only a a few months course
  • Why will i own these funds? (i.e. owning an emerging-markets account or gold finance)
  • Currency movements were strongly negative with the NZD and the AUD falling sharply

Investing is a topic I consider too serious and too important to learn it from just anyone. Because of this – I have managed to get my mission to seek people that I consider to be the creme of the crop in the investing world. I then make it my objective to talk about what I learn with others. Here are some of the individuals I consider my trading mentors if they know it or not: Warren Buffett, Peter Lynch, Benjamin Graham, John Bogle, John Templeton, Charlie Munger, and Julie Stav merely to name a few.

When I had been in my own early 20s working my first corporate job I used to sit in my own car listening to an investing radio show managed by Julie Stav. The show was completely in Spanish. I could credit Julie for a whole lot of what I discovered early on. Since those full days, I’ve branched out into other resources to maintain to date with the markets including top investing podcasts. It really is no secret that I am a huge lover of the Motley Fool and I also spend a good amount of time reading Kiplinger Magazine, Money publication, and the Wall Street Journal.