New at Investing? Follow These Suggestions

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Are you fairly new to investing? If so, you may want to consider these suggestions:

First, become familiar with the essential types of investments, such as stocks, bonds and mutual funds.

Next, set your goals. When do you want to retire? Will you help pay for your children’s college education? Once you’ve established your goals, you can create an appropriate investment strategy.

And keep investing. You may have to start out small, but you’ll get into the habit of putting money away, and when you earn more, you can boost your investments.

Here’s another suggestion: Don’t look for “hot” investments that can make you a lot of money in a short time. That’s not how real investing works – instead, it’s a decades-long process of carefully choosing, managing and adjusting a diversified portfolio that’s suitable for your individual needs.

Finally, you might want some help from a financial professional – someone who understands your goals and family situation and who can make appropriate investment recommendations.

By making the right moves right from the start, and getting the help you need, you can get on the right path to investment success.

Dylan Hales • Edward Jones • 5945 Weddington-Monroe Rd/Suite #102 Wesley Chapel, NC  28104 • 704-684-0103

Member SIPC

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Dylan Hales
I'm a native North Carolinian, who grew up in the eastern part of the state. My folks exhibited and instilled many of the values that I still hold close to today. I had the opportunity to earn a bachelors from NC State, which is where I met my wife. We married shortly after she graduated in 2016. She grew up in this area, so we moved back to the Wesley Chapel area so we could be close to her family. Folks here have been more than welcoming and have made it feel just like home (minus the eastern NC BBQ).

People often ask what I like to do when I'm not at the office. That mostly depends on what time of year it is. During the spring and summer I like to work on my garden. During the fall and winter I love keeping up with NC State football and basketball. We also have two rescue dogs who like to explore the state with us.

Since I've been in Wesley Chapel, I've noticed that most folks just like me. We're all from somewhere and we've all come here following the things we love. I want to understand what those things are for you, and help get you there.