Financial Advisor | SageOak Financial, LLC | Tulsa, OK

  • About
  • Services
  • Pricing
  • Blog
  • Clients
  • Contact
  • Schedule Call

Investing Fundamentals: What Every Investor Needs to Know (Free eBook)

February 20, 2014 By Tyler A. Gray, CFP®, CKA®, AIF®

picture of people reading a book

Despite what the media would have you to believe, there’s not much you need to know in order to have a successful investing experience.

With that said, the things you DO need to know, are vitally important.

If you don’t understand some basic investing fundamentals, it could cost you thousands, if not hundreds of thousands of dollars over your investing lifetime.

With that in mind, I’ve put together a short guide titled, “Investing Fundamentals: What Every Investor Needs to Know,” with some help from my friends at Dimensional Fund Advisors.

Just under 40 pages in length, this short guide is packed full of helpful graphics, insightful quotes, and short explanations of what I believe every investor needs to know in order to successfully invest their money for the future.

This guide covers topics like…

  • How stocks and bonds work and the relationship between risk and return
  • Why trying to pick the next hot stock or fund won’t help you be a more successful investor
  • What market efficiency is and how it impacts your investing choices
  • Why most mutual funds managers fail to provide adequate returns to their investors
  • How diversifying your investments can help take the guesswork out of investing
  • Why you and I aren’t wired for successful investing on our own and what to do about it
  • And much more!

So how do you get access to this “must-have” resource?

If you’re not already on our email list, all you need to do to get access to this complimentary guide is fill out the form below. After submitting the form, check your email and follow the instructions to confirm your information.

Shortly after you confirm your email address, you’ll get another email with a link to your complimentary PDF copy of the eBook!

Do you want to learn what it takes to be a successful investor? 

Well then, what are you waiting for?

eBook cover page

Investing Fundamentals: What Every Investor Needs to Know


If you’re already on our email list, then you should have received a message with instructions on how to download your complimentary PDF copy of this eBook.

Filed Under: Investing & Retirement, Tools, eBooks, & Checklists

About Tyler A. Gray, CFP®, CKA®, AIF®

Sinner saved by grace, husband, father, golfer, & financial advisor helping busy people free up time for faith, family, and friends.

Connect with us

  • Facebook
  • LinkedIn
  • RSS
  • Twitter
  • Regulatory Information
  • Website Terms of Use
  • Website Privacy Policy
  • Contact Us
  • Form ADV Part 2A · Form ADV Part 2B · Form CRS
Copyright © 2013-2022 · SageOak Financial, LLC · All rights reserved
Return to top of page

Advisory services offered through SageOak Financial, LLC, a registered investment adviser with the U.S. Securities and Exchange Commission. Seasons Financial Group is a tradename of SageOak Financial, LLC.