Build an investing approach around your goals.
The referenced investing experience includes self-directed brokerage services and access to market investments. Investing can provide long-term growth potential, but market values fluctuate and losses are possible. The right approach depends on time horizon, risk tolerance and goals.
Key features and considerations.
Self-directed investing
Choose investments yourself rather than relying entirely on an automated strategy.
Portfolio building
Think about diversification, time horizon and how different assets fit together.
Market access
Brokerage platforms can provide access to securities such as stocks and ETFs, subject to availability.
Risk awareness
Investments can lose value; historical performance is not a guarantee of future results.
Three steps before you continue.
Define the goal, time horizon and level of risk you can tolerate.
A practical consideration to keep in mind as you evaluate this topic.
Research investments, fees and account features before placing a trade.
A practical consideration to keep in mind as you evaluate this topic.
Monitor the portfolio periodically and rebalance according to your long-term plan when appropriate.
A practical consideration to keep in mind as you evaluate this topic.
