Helpful Hints For Successful Investing
 

1. Develop financial goals

2. Understand risk tolerance and expected rate of return

3. Use data to analyze existing investments and make recommendations about what to do going
    forward


4. Understand the taxes incurred when you buy or sell investments

5. Explore what changes might improve your tax situation

6. Apply principles of compounding and dollar-cost averaging

7. Be disciplined and patient

8. Seek professional guidance