70. The Basics of Investing

Keisha Bailey is an experienced financial strategist, entrepreneur, and the founder of Profit Jumpstarter, an independent investment advisory and education firm. On this episode of CFO at Home, Keisha and I discuss the fundamentals of different types of investment vehicles; stocks, bonds, cryptocurrencies, real estate, and more.

Key Takeaways

• Stocks - A security that represents the ownership of a fraction of a corporation. Benefits:
  • Dividends
  • Price appreciation
• ETFs - A bundle of stocks that can be bought and sold
• Bonds - Lending money to a bond issuer (government or corporation) in exchange for coupons (periodic payments)
• Cryptocurrencies - Digital assets on Blockchain technology 
  • When you purchase you’re buying into a finite amount of a digital asset
  • Still in the process of becoming a mainstream medium of exchange
  • Research is key
• Previous metals (Gold, Silver, etc)
• REITs (Real Estate Investment Trusts) - Efficient way to gain broad-based exposure to the Real Estate asset class
• Discussion of your “what” and “when” helps to define your investment strategy
• Picking the right investment for the right goal can be helpful in maintaining discipline as a long-term investor 

Resources

• Profitjumpstarter.com

Ways to contact/follow:

• Profitjumpstarter - Instagram
• Profitjumpstarter - FaceBook

Contact the Host - vince@thecfoathome.com