Q&A With David Edwards: What are the best investment vehicles for a young, new investor looking for simple, long-term investments?

Q&A With David Edwards: What are the best investment vehicles for a young, new investor looking for simple, long-term investments?

I am 27 years old, single, have no kids, and my student loans are being repaid due to my military service. My only expenses are rent and a small number of bills. I have spent the last year saving and reading financial literature and I want to start investing now. What is the most simple and effective way to do so? Ideally I would like something I put a set amount into each month and it grows over time.

Read More

Q&A with David Edwards: I recently inherited a portfolio from my father, but I'm inclined to do nothing as dad would have wanted it that way

Q&A with David Edwards: I recently inherited a portfolio from my father, but I'm inclined to do nothing as dad would have wanted it that way

A common emotion among inheritors is reluctance to change the investment strategy of an inherited portfolio.  “If those stocks were good enough for Dad, they’re good enough for me!”  In fact, the moment of inheritance is a perfect moment to start over.

Read More