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Why Invest?

The benefits to testing your chops in the investment world are twofold. An obvious one would be to help grow and preserve your wealth. The passive income that you earn is just as important as the salary you bring home from your 9-5. A second take away from investing is discovering more about yourself. You learn to handle tough situations, whether you are a risk-taker or risk-averse, and hone your ability to stay disciplined but flexible.

Lessons
  1. Asset Classes
  2. Investment Vehicles
  3. Investment Products
  4. What is a Company?
  5. Company Financials
  6. Equity Valuation
  7. Technicals
  8. Our Emotions
  9. Sentiment
  10. Mr. Market
  11. Single Stocks vs. Market
  12. Bonds
  13. Asset Class Interplay
  14. Stock Market History
  15. Tying It Together
  16. Where to Begin?
Prerequisites
  1. Economic Cycles
  2. Interest Rates
  3. The Federal Reserve

Economic Cycles

Build a fundamental understanding of economic cycles.

Interest Rates

Understand how interest rates influence investments.

The Federal Reserve

How is investing impacted by the Federal Reserve?

Asset Classes

Know what types of assets you can invest in.

Investment Vehicles

What platforms can you invest through?

Investment Products

What types of investment products can you purchase for each asset class?

What is a Company?

Understand the structure and composition of a business.

Company Financials

Purpose of the 3 financial statements.

Equity Valuation

How to fundamentally value stocks (equity) of companies.

Technicals

Where do technicals come into play?

Our Emotions

Managing our emotions in the investing process.

Sentiment

How prevailing sentiment affects our investment decisions.

Mr. Market

Make him your friend, or he will be your enemy.

Single Stocks vs. Market

Know the types of risks you are taking on.

Bonds

Get to know fixed income investments.

Asset Class Interplay

How different asset classes affect each other.

Stock Market History

Know history, or be doomed to repeat it.

Tying It Together

Using different perspectives to form your investment thesis.

Where To Begin?

Preparing for the real world of investing.