The First Generation Investor

What if the only thing separating you from becoming an investor is that no one ever showed you how?

In The First Generation Investor, Senior Portfolio Manager Juliana Salamone, CFP(R), offers a practical, approachable guide for people who earn and save but still feel unsure about what comes next.

Maybe the market feels intimidating. Maybe you have a 401(k) or investment account but aren't entirely sure what you own-or why. Maybe someone else has always handled the finances, and you're ready to understand them for yourself.

Juliana knows what it means to begin without a roadmap. She entered the financial industry from the ground up and built a career in investment management by learning one concept at a time.

Now, she helps readers do the same.

Inside, readers will learn how to build a strong financial foundation, understand investment accounts, create a diversified portfolio, navigate workplace investing, and stay on track through changing markets and changing seasons of life.

You don't need investing to become your whole life-you just need to know enough to take ownership of your financial future.

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This book is for informational and educational purposes only and does not constitute financial, investment, tax, legal, or accounting advice.

The content reflects the author's personal experiences, professional observations, and general financial knowledge. It is not intended to provide specific recommendations or advice for any individual situation.

Readers should consult with a qualified financial advisor, tax professional, or other licensed professional before making any financial decisions.

All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results.

Market conditions can change, and strategies discussed in this book may not be suitable for all individuals.

Any references to specific securities, investment strategies, financial institutions, or products are for illustrative purposes only and should not be considered endorsements or recommendations.

The author and publisher disclaim any liability for any direct or indirect loss or damage incurred by readers as a result of applying the information contained in this book.