The Well-Rounded Financial Planner

by David Jenyns on July 31, 2009

A person’s schooling, background and degree of experience with investments are all factors to consider when learning about the stock market.


Adult-schooling courses may help, and most good brokerage houses are willing and eager to help a prospective client. Aside from personal factors, there are certain orderly steps to be taken toward possible success in the investment field.

An investment program cannot be successful if you place securities in a box, turn the key, and then promptly forget them. This means the continued study of economic conditions, political and social developments, financial reports, the behavior of the business cycle, taxation, and money rates. Constant review is necessary. Securities should be sold when strong quantitative and/or qualitative evidence dictates. The social aspect of investment has shown many remarkable changes.

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