Investing Strategy 101

The suggestions in this post are for you to use to determine a strategy for yourself. Nothing in this post should be construed as legal, fianancial, or tax advice. For individual advice on your situation please consult your lawyer, financial advisor, or accountant. If they don't understand your issues or concerns, find a new service provider.
Photo by Sharon McCutcheon / Unsplash

It has become apparent to me that a lot of people have questions about investing or financial management. Over the years I have had many questions but I read constantly and try to understand all the nuances to personal financial management. That is not to say that I am the foremost expert, I am definitely not. I have learned quite a bit that is apparently not obvious to others or covered in general financial advice articles.

When people do have the foresight and ability to save and invest their money, they do not always think about the strategic ramifications of how they are investing and what kinds of accounts they are using to invest.

While I love sharing knowledge with others, a one-on-one discussion does not make the kind of impact that I believe this knowledge deserves. So I thought I would start writing a series of posts that go into detail about my reasoning on investment vehicles and how, when, and why they should be used.

Sanjay Parekh

Sanjay Parekh