Weekend Reading: 12 Questions You Should Ask Before Making Investing Decisions

This article appears as part of Casey Weade's Weekend Reading for Retirees series. Every Friday, Casey highlights four hand-picked articles on trending retirement topics and delivers them straight to your email inbox. Get on the list here.
Weekend reading questions for investment decisions Weekend reading questions for investment decisions
Weekend Reading

Investing doesn't have to be overwhelming. This guide offers a simple 12-question checklist to help you evaluate any potential investment.


Key Points:

  • Before investing, match the opportunity to your personal goals, risk tolerance, and time horizon
  • Thoroughly research any investment – if you can't clearly explain its business model, it might not be right for you
  • Diversify your portfolio and focus on long-term growth, avoiding emotional reactions to short-term market fluctuations

Why It Matters: This approach empowers you to create an investment plan that aligns with your specific needs. Understanding what you own, and why, builds a stronger portfolio and brings peace of mind.