Lessons from the Pros

Education Resource

40 Money and Finance Tips from Experts

Who do you look to for financial wisdom? We’ve compiled 40 money tips from experts that you can apply to your own trading, investing, saving, and financial planning. Here are a just a few of them:


‘Never enter into a trade or investment without having a thorough plan first. If you fail to plan, you plan to fail!’

Merlin Rothfeld, Power Trading Radio Host, Online Trading Academy





‘For each investment you make, you really, really have to understand the risks that you’re taking. Don’t outsource that task to your financial advisor…. If you’re not willing to do that work, you should just keep your money safely in a bank.’

Greg Collett, Formerly COO of Deutsche Bank’s commodity ETF business, currently a lawyer representing defrauded investors.



‘Comparison shop when it comes to choosing a primary financial institution. It’s a very basic concept, but one that many people fail to grasp. The big banks are often the default choice, yet smaller and institutions like community banks and credit unions are considerably overlooked.’

John Gower, Analyst for NerdWallet, a personal finance website

You can read the full list here.

DISCLAIMER This newsletter is written for educational purposes only. By no means do any of its contents recommend, advocate or urge the buying, selling or holding of any financial instrument whatsoever. Trading and Investing involves high levels of risk. The author expresses personal opinions and will not assume any responsibility whatsoever for the actions of the reader. The author may or may not have positions in Financial Instruments discussed in this newsletter. Future results can be dramatically different from the opinions expressed herein. Past performance does not guarantee future results. Reprints allowed for private reading only, for all else, please obtain permission.