First-Time Investor Checklist

Getting started with investing basics.

person CheckNest Admin checklist 10 items favorite 33 bookmark 16

radio_button_unchecked Build emergency fund first (3-6 months)

radio_button_unchecked Pay off high-interest debt

radio_button_unchecked Learn about stocks, bonds, and index funds

radio_button_unchecked Open a brokerage account

radio_button_unchecked Start with low-cost index funds

radio_button_unchecked Set up automatic monthly investments

radio_button_unchecked Understand your risk tolerance

radio_button_unchecked Don't try to time the market

radio_button_unchecked Review portfolio quarterly

radio_button_unchecked Learn about tax-advantaged accounts