💜 A Note from Moreen
Welcome to Wealth with Moreen!
I created Wealth with Moreen to share the knowledge, lessons, and experiences that have helped me along my own investing journey.
My goal is simple: to make investing easier for beginners to understand.
I believe learning about investing shouldn’t have to feel intimidating or overwhelming. Through these lessons, I hope to explain investing concepts in simple, everyday language so you can become a more informed and confident investor.
However, there are a few important things I want you to know.
📚 Educational Purposes Only
The information provided on Wealth with Moreen is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.
I am not a financial advisor, investment advisor, tax professional, or attorney. I am simply someone who enjoys investing and sharing information I have learned through my own investing journey, research, and experiences.
💜 Your Financial Journey Is Your Own
Everyone’s financial situation is different. We all have different goals, circumstances, risk tolerances, and investment time horizons.
What may be appropriate for one person may not be appropriate for another.
Before making any financial or investment decision, please do your own research and due diligence. If you need advice specific to your financial situation, consider speaking with an appropriately qualified professional.
📈 Investment Examples Are for Learning
Throughout Wealth with Moreen, I may mention individual stocks, ETFs, index funds, mutual funds, companies, or other investments to help explain investing concepts.
Any investments mentioned on this website are examples for educational purposes and should not be considered recommendations to buy, sell, or hold a particular investment.
You are responsible for researching an investment and deciding whether it is appropriate for your own goals and circumstances.
⚠️ Investing Involves Risk
All investing involves risk, including the possible loss of some or all of the money you invest.
Investment values can rise and fall. No investment strategy can guarantee a profit or completely protect against losses.
🕰️ Past Performance
I may sometimes discuss an investment’s historical performance to help explain a concept or demonstrate how an investment has performed in the past.
But please remember:
Past performance does not guarantee future results.
Historical returns tell us what happened in the past. They cannot tell us with certainty what will happen in the future.
🔎 Information Can Change
Financial markets and investment information can change quickly.
Stock prices, market capitalizations, expense ratios, fund holdings, historical returns, company information, tax laws, regulations, and other financial information mentioned in these lessons may change after publication.
I do my best to provide accurate and understandable information, but you should always verify current information from reliable sources before making financial decisions.
💜 My Promise to You
Wealth with Moreen isn’t about telling you:
“Buy this.”
“Sell that.”
or
“Do exactly what I do.”
It’s about helping you understand investing well enough to ask better questions.
My goal is to help you learn what investing terminology means, understand what you’re looking at, and become more comfortable doing your own research.
Because ultimately, this is:
Your money.
Your goals.
Your financial journey.
💜 One Last Big Sister Reminder
Learn. Research. Ask questions. And always do your own due diligence.
The more you understand, the more informed your financial decisions can become.
❤️ With love,
Moreen
Your Big Sister in Investing 💜