How do I go about starting to invest an inheritance that I received?

Asked by ioweinie

3 Answers

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Answered by William Buss, Investment Adviser in Woodland Hills, CA
The first step is prepare a financial plan to define your goals, your current financial picture, your comfort zone, and what risks to your current finances exist. | 03.14.16 @ 18:21
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$commenter.renderDisplayableName() — {comment} | 12.11.16 @ 00:23
Answered by Cathy Curtis, Financial Adviser in Oakland, CA
Get your self educated about building a diversified portfolio that matches your need for return and risk tolerance. | 03.15.16 @ 19:24
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Answered by jgbiasotti
Find someone you are comfortable with- licensed in Securities- minimum RIA or IAR and independent. Check to see if the person works for a big well know financial company or bank as they are in many cases paid on salary & commission. If you get that you'll more than likely have a conflict of interest and be sold something. From there it is all about how much you have and what you want to do with the money- short and long term goals- what kind of risk are you willing to take vs return, etc.... | 03.15.16 @ 19:30
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Answered by

William Buss
William Buss, Investment Adviser in Woodland Hills, CA

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