/investing-guide

A Guide to Responsible DIY Investing

MIT LicenseMIT

A Guide to Responsible DIY Investing

This document is intended to motivate friends and family to take the plunge into managing their own investment plan.

Everyone's situation is different. I did my best to recommend concepts without suggesting specific allocations or numbers.

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TLDR: The Principles

A simple investment strategy can be just as effective, if not better, than a complicated strategy.

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Bogleheads Investment Philosophy

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4 Big Takeaways

  1. Buy low-fee index funds
    • Popular brokerages are Vanguard, Fidelity, and Schwab
  2. Benefit from tax-advantaged accounts as much as possible
  3. Resist the urge to outsmart the market
    • Or to trust someone to beat the market for you
  4. The goal is to get to the point where you can live off of 4% of your savings