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Should You Invest With Friends? What to Know Before Joining an Investment Group

By Jacob Schroeder December 31, 2024 Kiplinger

Investment clubs are gaining popularity as easy access to markets, strong stock performance and new assets like cryptocurrency attract more people. CFP Board Ambassador Charles Sachs, CFP® credits his career to his early involvement in an investment club and advises joining only trusted clubs while ensuring that club investments make up a small portion of your overall portfolio.

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Kiplinger
Jacob Schroeder
December 31, 2024