According to a Federal Reserve study of consumer finances, the number of US households with direct stock ownership increased by 6% between 2019 and 2022.
JPMorgan Wealth Management head of self-directed investing Andrea Finan joins Wealth! to give insight into the best tips for DIY investors and how they can navigate the investing world.
For beginners, Finan offers, “I would find the experts … Go to credentialized places to get information and learn. I really strive for people to become curious in investing and learn and use the tools… Tap into the Analyst Ratings. Tap into CIB research pieces [from J.P. Morgan research] that might be great for you. There’s also lots of screeners and different kind of news articles that you can read to get smart about the risks you’re taking. ”
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