The key to successful investing is knowledge. This class is an excellent opportunity to obtain the information you need to make wise investment decisions, protect your portfolio, evaluate and judge investment choices. Topics include how to:
- Construct an investment portfolio designed to achieve financial goals
- Assess investment risk
- Manage risk effectively to maximize profit opportunity and control losses
- Reduce income taxes using tax-favored investments
- Improve and protect retirement accounts
- Learn the mechanics and potential returns of stocks, bonds, mutual funds, ETFs, annuities and real estate
Students will gain insightful answers to practical questions in these curious times.