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One way to learn more about the basics of wealth management is to read books, Web sites, and magazines about WM, business, and finance. Here are a few suggestions:
- Wealth Management Unwrapped, Revised and Expanded (John Wiley & Sons, Inc., 2017)
- Charles Schwab OnInvesting: https://www.schwab.com/resource-center/insights/section/on-investing
- The Wall Street Journal: https://www.wsj.com
Learn as much as you can about investing. Follow the stock market and create a real or mock investment portfolio. Many investment and brokerage Web sites will allow you to set up a mock portfolio. In high school and college, participate in business and finance clubs, which often provide the chance to participate in investment competitions and job shadowing opportunities.
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