Olivia encourages you to think about investing beyond your 401(k), using FINRA’s educational platform as a rubric. Olivia and Matt help you understand the differences in saving vs. investing, active vs. passive investing, generational differences, risk tolerance, and whether you’re ready to invest beyond the 401(k). Guest contributor, Matt Zayd, is an Accredited Financial Counselor® candidate. If you are a Redstone Arsenal military member, retiree, DoD civilian, veteran with base access, or family member, consider setting up a financial appointment with Olivia at 256-876-6299. Reserve and Guard members in the Huntsville, AL commutable area can utilize the Personal Financial Counselor at 571-361-2260.

Referenced Material:

FINRA

FINRA Barred Broker

FINRA Broker Check

FINRA Fund Analyzer

FINRA Smart Investing Courses

Investment Philosophy Quiz