Jeremy Torgerson

Personal Finance, Small Business, Lifestage Based Planning
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“As the CEO of nVest Advisors, Jermey Torgerson specializes in serving the financial needs of working families, small business owners, educators, and employer-sponsored plans.”
Firm:

nVest Advisors, LLC

Job Title:

CEO

Biography:

Jeremy Torgerson is the CEO at nVest Advisors, LLC, a registered investment advisor firm in Texas and Colorado, and has over 10 years of experience in the finance industry. Jeremy has been a small business owner for 20 years, and has mentored small business owners and startups for several years.

Jeremy is quoted reqularly in major US financial media. He also podcasts on financial topics, and blogs on his personal finance  and success blogs, thinklikearichguy.com.

Assets Under Management:

$8 million

Fee Structure:

Monthly Planning Subscription Fee (Varies by complexity)
Asset Management Fees (varies based on program & custodian).

CRD Number:

5546264

Insurance License:

#General Lines

Disclaimer:

nVest Advisors, LLC, is a state-registered investment adviser in Texas and Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this profile shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by nVest Advisors in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Opinions expressed herein are solely those of nVest Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. nVest Advisors, LLC does not recommend specific financial advice without a signed service agreement with each client and does not provide professional tax or legal advice. This information does not represent a solicitation to complete a financial transaction with the firm.

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    Investing, Choosing an Advisor, Stocks
I am a first-time investor: what is the process for buying my first stock?
100% of people found this answer helpful

It depends on what your goal is for this stock. Do you have an objective in mind? What are you investing for?

If you are simply speculating with some extra money, you can most certainly do it at an online discount broker, especially if you are starting with only a small amount of money. Trading fees and broker commissions can very quickly eat up your invested money.

A big mistake I see beginners make is not having a specific goal, time frame, and purpose for their stock purchases, and this will make you VERY susceptible to emotional decision-making.

For example, if you are investing for a child's college, and you have 15 years until you need the money, you will likely choose a stock that has growth potential but isn't wildly risky. And you'll also likely have more patience for it to grow if there's a market pull-back.

But if you have no goal, no time frame, your only purpose and strategy will be to have the stock "go up". You'll be whiplashed and trade way too frequently because of market movements without a goal and time frame firmly part of your decision-making.

My advice is to start with a company you know pretty well, that is widely traded, and research is abundant. Stay away from the temptations of penny stocks, cybercurrencies, and other highy volatile and risky (and illiquid) investments. Don't follow the herd into these types of investments.

I wish you every success! 

3 days ago
    401(k), Stocks
Where should I move my 401(k) gains before the bull stock market ends, in preparation for a market crash?
63% of people found this answer helpful
November 2017
    Investing, Stocks, Starting Out
How do I start investing with only $25?
38% of people found this answer helpful
December 2017
    Debt
Should I pay off my mortgage or pay off my credit card debt first?
29% of people found this answer helpful
November 2017
    Debt, Personal Finance, 401(k), Stocks
Should I pay down my mortgage with assets from 401(k), stocks and savings?
20% of people found this answer helpful
November 2017