Keri Ogden

Series 65
Personal Finance, Retirement, Investing
88%
Helpful
2
Answers
5
Articles
4
Followers
“Keri Ogden is a relatively new certified advisor, but has already helped many individuals and families by bridging the gap between the accumulation phase and the preservation phase.”
Firm:

Wealthjar

Job Title:

Director Of Client Services

Biography:

Keri Ogden believes that knowledge is power. Unfortunately, our education system doesn’t teach us how to be good investors & most advisors cater exclusively to high-net worth clients. Leaving would-be investors, who are still accumulating wealth, without proper advice. That’s why she joined Investopedia's Advisor Insights and strives to educate clients on the power of investing early and often.

Education:

J.D., University of Hawai'i at Manoa

CRD Number:

6750176

Disclaimer:

All articles submitted to Investopedia's Advisor Insights ("website") are for informational purposes only and does not constitute a complete description of Wealthjar’s investment services or performance. This website, including but not limited to, Wealthjar Advisor profile(s), and articles submitted by Wealthjar advisors, are in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. Furthermore, nothing on this website should be construed as legal or fiduciary advice.

Wealthjar Investment Advisory, LLC "Wealthjar"  is a federally Registered Investment Advisor with the Securities and Exchange Commission. We may provide links from our site to other sites on the Internet for your convenience in locating investment-related and other information and services. These sites are maintained by independent third parties over which we exercise no control, and we do not endorse or sponsor such third parties or their web sites, and are not necessarily affiliated with any such third party. Accordingly we expressly disclaim any responsibility for the content, the accuracy of the information, and the availability of and/or quality of products or services provided by or advertised on these third-party Web sites.

 

All Articles
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Most Helpful
March 2018
    Retirement Savings, Financial Planning, Lifestage Based Planning, Personal Finance
April 2018
    Investing, Stocks
February 2018
    Financial Planning, Personal Finance, Starting Out
February 2018
    Financial Planning, Small Business
March 2018
    Investing, ETFs

All Answers
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Most Helpful
    Investing
How should I invest my extra income to see growth in one year?
54% of people found this answer helpful

If your primary objective is growth, then opening a investment account with a growth strategy would generally be more beneficial than opening a savings account. This is because, by investing in the market, you are benefiting from any growth in the market. A conservative estimate of the average growth of the market is 7%. However, this rate of return is not guaranteed and some years the market may deliver returns far below 7% and some years the market may deliver returns greater than 7%.  This uncertainty is contrasted by a traditional savings account, where your return is pre-determined by the interest rate you recieve from your bank.  While bank accounts offer a steady return, that return is often negatively offset by inflation. I.e. if the your bank offers you 2% interest rate on your savings, but inflation is around 4%, you would be losing 2% each year. 

That said, there are many factors to consider when you are ready to start investing, including your risk capacity, risk tolerance, and time horizon. I recommend seeking the advice of a registered investment advisor before diving into the market. 

January 2018
    Investing, Stocks
I'm new to the investing game: when should I invest, how should I invest, how do I minimize risk and how do I grow my money as quickly as possible?
50% of people found this answer helpful
January 2018