Money Monday: Investing tips for young people - Dallas News | myFOXdfw.com

Money Monday: Investing tips for young people

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Investing in a 401K, buying index funds and learning why what you spend may be more important that what you earn; all ideas worth considering in this week's Money Monday with Murray Feldman.

Jordan Rosenberg is a licensed financial advisor with over seven years of financial services experience.  Striving to provide the best comprehensive wealth management service, Jordan advises his clients on their complete financial picture which includes investment management, estate planning, insurance services, and tax strategies.

The Rosenberg Group's typical clients are high net worth individuals and families, businesses and their owners, and select young professionals.  While Jordan's core client base consists of affluent investors, he also spearheads the young professional segment of the practice.

Before forming The Rosenberg Group at Robert W. Baird & Co. with senior partner, Sheldon Rosenberg, Jordan worked as a consultant for a reputable middle market financial firm, performing valuations on public and private companies.  Additionally, Jordan held an analyst role for one of the top rating agencies in its municipal bond group.

Jordan received his undergraduate degree from the James Madison College of Michigan State University and his MBA degree with concentrations in Finance and Economics from Loyola University Chicago.

In his free time, Jordan volunteers at local non-profit organizations teaching the fundamentals of investing.

Jordan S. Rosenberg

Financial Advisor

jrosenberg@rwbaird.com

The Rosenberg Group

WEBSITE: http://bairdfinancialadvisor.com/therosenberggroup.

Robert W. Baird & Co.

300 Park Street, Ste 240

Birmingham, MI 48009

Main: (248) 594-9959

 

 

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