Overview
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Learn more about how your investments actually work. Get practical investment strategies that can help you improve your financial portfolio and make your money work for you.
Syllabus
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Introduction
- Start investing
- Get an investment mind-set
- How investing buys options
- Manage your risk over time
- Self-directed or managed account?
- Goal setting for short and long term
- Live with opportunity cost
- Investments and assets on the risk spectrum
- Investment accounts and tools
- Define and optimize your strategy
- Allocating your money
- Budgets: Save and grow
- How to select an advisor
- Understand account statements
- Track progress vs. goals
- Track progress vs. indices and public data
- Calculate fees: Follow the money
- Annual investing to-dos
- Revisit your property strategy
- What to do in a downturn?
- Keep your advisor or money manager relationship fresh
- Next steps
