Nathan Edwards

CFP®, CFA
Personal Finance, Retirement, Investing
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“Nathan Edwards is a financial planner and investment manager with IMG Wealth Management in Jacksonville, FL, serving high net-worth and institutional clients.”
Firm:

IMG Wealth Management

Job Title:

Financial Planner, Analyst

Biography:

Nathan Edwards is a CERTIFIED FINANCIAL PLANNER™ professional and CFA charterholder. He is committed to the idea that establishing clearly defined financial objectives is the keystone of the financial planning process. With these objectives as the foundation for a viable financial plan, Nathan believes that it is possible to elevate one's peace of mind and financial well-being both now and into the future.

IMG Wealth Management was created by professionals from Investment Management Group in 2017 to meet the specific needs of high net-worth individuals and institutions. Nathan and IMG Wealth Management's team of financial planners, investment managers, and support staff have developed a business model tailored to the unique requirements of their core clientele.

Assets Under Management:

$30 million

Fee Structure:

Fee-Based
Fixed

CRD Number:

5219718

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September 2017
    Investing, Financial Planning

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    Investing, Stocks
How does a beginner investor seek and evaluate markets and companies worth investing in?
87% of people found this answer helpful

Believe it or not, the “For Dummies” series actually offers two pretty good resources for brand new investors: "Investing For Dummies" and "Stock Investing For Dummies." Both are accessible to new comers, extremely readable, and provide a decent foundation of knowledge. In fact, I even recommend that folks who want to hire a professional to do their investing for them read these books if they have no other base of knowledge, just so they have some common points of reference.  

If you burn through those and are yearning for more, I would recommend Benjamin Graham’s "Intelligent Investor." This book is not necessarily advanced, but it is certainly not as readable as the For Dummies books. It spells out some important concepts about the nature of investing, as well as time tested pointers about choosing investments.

If you want to begin to apply your newfound knowledge by utilizing some tools of the trade, most of the online brokerage houses now provide some really neat research functions. This is true even if you’re starting out with a small account size.

Many of the included research tools provided by online brokers now allow retail investors to perform multiple filters to scan through thousands of securities and strain out the few that meet a stated criteria. But first, of course, you have to at least know what you’re filtering for, which is where the previously mentioned resources might come in handy.

I will go ahead and throw in the typical warning, though, that investing in theory and in practice can sometimes be two very different animals, especially at the start. So, if you’re truly just starting out, I would recommend that you take it slow at first, and, if you’re fortunate enough to have some early successes, don’t let it go to your head. One of the best teachers is experience, so it’s valuable to get hands on. However, the cost of tuition for experiential education in investing can sometimes be inordinately high.

August 2017
    Stocks
How are 200 day moving averages calculated?
75% of people found this answer helpful
October 2017
    IRAs, Retirement Plans
What are the risks associated with a Roth IRA?
70% of people found this answer helpful
August 2017
    Investing, IRAs
Should I move my investments to an IRA?
67% of people found this answer helpful
September 2017
    Investing, Stocks, Starting Out
What should I be doing at the age of 16 to set up for my future in trading stocks?
67% of people found this answer helpful
September 2017