Investing Basics

Begin your investing program!

Whether you’re just starting out in a career, or retiring from one and wondering what to do about your 401(k), this program is for you. Danielle L. Schultz, CFP® CDFA™ will help you understand the basics of setting your investment goals, then choosing the right investment plan to accomplish security and success. Ms. Schultz is the author of the new book Idiot’s Guide: Beginning Investing and a fiduciary, fee-only investment manager and financial planner. She will help you choose the right investments for your level of knowledge, confidence, and risk tolerance, and point you at ways to increase your knowledge (and wealth!) over time.