Advisor Mentorship

The Importance of an Investment Mentor

When I was 8 years old, my mother started teaching me about mutual funds. I had no idea what they were at the time, but she was learning about them for the first time, and saw how important it was for children to know how they worked.

She encouraged me to start mowing my neighbors grass for some extra money that I could invest. It sounds like child labor, and it was, but I am incredibly grateful for her financial influence in my life. She taught me the value of hard work and the importance of steady investing over time, even if it is in small amounts.

I continued to invest in mutual funds through a traditional IRA over the next 15 years, and my wife and I were able to withdraw a substantial amount of money to put a downpayment on our first home when we got married at 23. 

(this was from warren buffet) 

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