Orientation checklist
Welcome new members and set expectations.
- [Link] — What stocks, ETFs, and bonds are
- [Link] — How diversification works
- [Link] — Investing vs. trading vs. gambling
Beginner-friendly orientation for new members. Swap the bracketed placeholders with your actual docs and links.
Welcome new members and set expectations.
Use this to get people ready to participate.
Quick handouts you can print or email.
This page is for educational purposes only. Nothing here is financial advice or a recommendation to buy or sell any security.