4 Ways to Learn The Basics Of Investing

Do you feel overwhelmed when it comes to learning about investing? If so, you’re not alone. Many people are intimidated by the learning curve and the idea of putting money and resources towards something they don’t fully understand. Oftentimes, not knowing where to start can scare people away from taking any steps towards something that is one of the fastest ways to financial freedom. 

If this sounds familiar to you, don’t worry. You don’t have to be an expert or constantly track the latest investment trends to achieve your financial goals. Financial freedom and successful investing is a journey. The fact that you’re reading this post is a step in the right direction. Our team at SageSpring Wealth Partners has walked alongside thousands of clients as they began their investing journey. Here are some important steps we encourage our clients to consider as they start to learn about investing.

1. Get Familiar with Investing Terms Everyone Should Know.

The financial planning world is full of jargon. Important terms like “index funds” and “cost basis” aren’t phrases you typically use every day. The good news is that you can learn to speak the language of investing over time. There are also “interpreters” who can help you learn. Our advisors are committed to teaching clients the important investing terms you should know based on your financial goals.

2. Gather Your Resources and Learn from the Experts

In today’s world, there is an abundance of financial resources available to you. Depending on your preference, there are thousands of investing books, financial advice podcasts, articles, or apps that can teach you the basics of investing. The important thing to remember when exploring these resources is to find an expert that aligns with your values and goals.

3. Understand the Basics of Investing

It’s important to learn the foundational principles or rules of the game before you begin to play. In football, you need to understand the basic blocking and tackling rules before you start planning to win a state title. The same goes for investing. There are some primary guidelines and principles you should consider as you start to learn. To help give you some confidence when it comes to investing, you can also read our team’s suggested do’s and don’ts for investing beginners.

4. Consider Your and Current Lifestyle and your Future Financial Goals.

Before you start investing and putting your money in the market, you need to understand where you are today and where you want to go. This is where creating an investment plan comes in. Taking time to understand your financial landscape will help you identify your specific goals and determine the areas of investing you should continue to explore.   

As you begin to educate yourself and look for financial insights that will support your individual goals and needs, here are a few questions to ask yourself before investing

Find a Financial Guide Who Can Help You Take the First Step 

Starting your investing journey can be daunting, and that’s when it’s most helpful to work with an advisor to answer your questions. Wherever you are on your financial journey, now is the best time to take the first step. SageSpring Wealth Partners has experienced financial advisors who can answer your questions and guide you towards a plan to achieve your financial goals. Contact SageSpring today to schedule a consultation!

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Jeffrey T. Dobyns


President, SageSpring | Financial Advisor, RJFS 

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.