Are some of your clients just beginning to learn about investing? You can share this primer with them to cover the basics.
What is investing?
According to the dictionary, investing means committing your money somewhere – such as in a company or government – to earn more money through a financial return.
Investing is different than saving as it can help you grow your money to achieve your goals. It usually means putting money away for a long time rather than trading it frequently, like you might with stocks. It’s riskier than putting it in a savings account, but it can offer you more return.
