Investing 101: Best Investment Blogs for Beginners

By Trilogy Financial

February 20, 2024

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Discover how working with a financial planner can make a big difference in your investing journey. Learn about investing through our beginner's guide to top investment blogs.

For many, investing seems like a daunting venture. Navigating through the intricacies of the financial world can be overwhelming, especially when you're just starting out. But beyond the stock market fluctuations and intricate charts, it's essential to grasp your financial aspirations.

Warren Buffett wisely said, “Don't save what is left after spending, but spend what is left after saving.” This highlights the importance of financial planning and goal setting when it comes to investing.

As emphasized by Jeff Motske, CFP® at Trilogy Financial Services, understanding your financial “why” is just as pivotal. Are you eyeing retirement? Or maybe that dream home or a new startup? These goals should shape your long term investment journey.

To help beginners transition into the investment realm, here's a two-fold strategy:

1. Consult a Financial Planner or Advisor

Engaging with a financial planner or advisor is akin to having a personalized coach for your financial journey. Just as you wouldn't start an intense workout regimen without gauging your physical limits, investing without a clear vision of your financial goals and investment decisions is risky.

A financial planner will assist in evaluating your risk tolerance—an essential element in devising an investment strategy. As Peter Lynch, a renowned investor, once remarked, “Know what you own, and know why you own it.” This stresses how important it is to be informed and understand one's investments.

2. Discover the Top Investment Blog Posts for Beginners

In Personal Finance, staying on top of your investment portfolio starts with understanding continuous learning is a key ally in the world of investments. Here are some top investment blogs for beginner investors that can offer invaluable insights:

Investopedia: A comprehensive platform offering a plethora of articles, tutorials, and educational content on finance and investment.
The Motley Fool: A trusted source renowned for its stock recommendations and investment advice, catering to both novices and seasoned investors.
Seeking Alpha: A blend of free and premium content, providing in-depth research, articles, and analyses on various stocks and investment strategies.
BiggerPockets: The go-to resource for real estate investment enthusiasts, packed with guides, resources, and community discussions.
NerdWallet's Investing Section: Simplifies complex investment topics, making them digestible for beginners.
Nasdaq News + Insights: Get insights from a big stock exchange. Covers market trends, stock market news & analysis, and investment strategies.
Morningstar: This blog is a trusted source for investment research. It provides analysis, ratings, and information on stocks, mutual funds, and ETFs. This makes it important for both new and experienced investors.

Conclusion

Stepping into the investment arena can evoke a mix of emotions. But as you start investing with a clear understanding of your financial goals, expert advice, and regular insights from top investment blogs for beginners, you're on a solid path.

As Benjamin Graham, known as the “father of value investing,” once said, “The individual investor should act consistently as an investor and not as a speculator.”

At the end of the day it's important to ensure you make informed, strategic investing over impulsive decisions. Check out how to avoid Mistakes When Choosing a Financial Planner in our other blog post.

Keen on diving deeper into investing? Connect with our top financial planners or explore more articles on our investment blogs for investment strategies.

How Are Financial Strategies Tailored to Individual Needs?

Trilogy's financial planners excel in tailoring strategies to your unique financial objectives. They ensure your money works smarter, not harder, covering areas such as:

401k Retirement Planning
Wealth & Asset Management
Estate Planning Strategies
Investment Strategies
College & Education Planning
Insurance Services

This holistic approach embodies the essence of “amplify wealth management”1.

What Expert Insights Are Offered for Investment Strategies?

Jake Claver, a finance expert, emphasizes the need for simplicity in investment strategies. He suggests having a diverse portfolio to reach long-term financial goals 2.

What Makes the Journey to Amplified Wealth a Collaborative Venture?

The journey to “amplified wealth” is a collaborative venture with skilled advisors.A Visual Capitalist survey reinforces this idea by revealing:

74% of Americans engage in financial planning.
Only 29% work with a professional planner, emphasizing the potential for enhanced wealth management with professional guidance3.

How Does Trilogy Help in Bypassing Investment Pitfalls?

Investing in Trilogy’s expertise means bypassing common DIY investment pitfalls. Andrew Lokenauth, a seasoned financial planner, reinforces the significance of professional guidance in achieving financial security through smart investing4.

How Does Trilogy Contribute to Wealth Preservation and Growth?

With Trilogy, you're not merely preserving wealth; you're propelling it to new heights, embodying the essence of “amplify my wealth.” Did you know the alarming statistic that 42% of Americans have less than $10,000 saved for retirement 5?

What Does the Signature Process and Professional Advisors Offer?

Trilogy's signature process and professional advisors offer:

Independent competitive portfolios
Tax-smart strategies
Real-time portfolio adjustments
Risk mitigation approaches

This tailored guidance fast-tracks your financial independence, allowing your money to work tirelessly towards pursuing your financial objectives1.

What Is the Track Record of Success Among Financial Professionals?

The Forbes/SHOOK Top Wealth Advisors have a strong history of success. Utilizing financial professionals who have trusted advisors can have a big impact on your wealth management. It also highlights the advantages of using professional financial planning services, like those provided by Trilogy Financial Services 6.

How Does Technology Optimize Financial Management?

Technology is important in changing finance, and Trilogy Financial Services uses advanced technology to increase wealth.Trilogy has personalized digital platforms that give you real-time insights on your finances, helping you make quick informed decisions.

Personalized Digital Platforms: Trilogy offers personalized digital platforms that provide real-time insights into your financial portfolio, enabling you to make informed decisions swiftly.
Robust Data Analysis: Utilizing advanced data analytics, Trilogy's financial planners can dissect complex financial data to unearth lucrative investment opportunities and mitigate potential risks.
Secure Digital Transactions: With a focus on security, Trilogy ensures that all your financial transactions are conducted securely, protecting your wealth from potential cyber threats.
Virtual Consultations: In an era where digital interaction is paramount, Trilogy facilitates virtual consultations with financial experts, ensuring that you remain on the right financial track, irrespective of regional constraints.

These technology-driven approaches not only streamline the financial management process but also provide a seamless, interactive experience. By integrating modern technology, Trilogy Financial Services demonstrates a forward-thinking approach in helping clients “amplify their wealth.” Combining financial advice and technology helps people grow their wealth. Trilogy is a great option for investors who want to succeed in today's digital financial world.

How Can You Embark on Your Pathway to Amplified Wealth?

“Amplified wealth” with Trilogy isn’t a distant dream, but a tangible reality awaiting your action. Engage with Trilogy Financial Services and set the cornerstone for a financially secure and affluent future.

Life Event Advice

Tax Refund Scams

June Adams

January 31, 2022

Tax-related fraud and identity theft have continued to grow, with millions of people becoming targets. Scammers need little more than your Social Security number and other general information to file a fraudulent tax return and hijack your tax refund. Taxpayers typically don’t discover the fraud until they attempt to file their own returns, which is why it's essential to file taxes as soon as possible. At the same time, you may want to confirm the appropriate timing with your tax professional. Although 1099s are due by the end of January, custodians may correct 1099s throughout February. If drastic changes happen to a 1099 after you file your taxes, the change can severely impact the amount you owe.

Here are some helpful ways to prevent your SSN from being compromised:

If you have been a victim of identity theft, complete IRS form 14039, identity theft affidavit.
Respond immediately to any IRS issued notice once you verify the authenticity of the notice. You can do so by calling the IRS directly at 800-908-4490 or setting up your online account.
Get an Identity Protection PIN: a 6-digit number that prevents someone else from filing a tax return using your Social Security number or individual taxpayer identification number. Only you and the IRS know the IP PIN.