Build a fundamental understanding of economic cycles.
Understand how interest rates influence investments.
The Federal Reserve
How is investing impacted by the Federal Reserve?
Know what types of assets you can invest in.
What platforms can you invest through?
What types of investment products can you purchase for each asset class?
What is a Company?
Understand the structure and composition of a business.
Purpose of the 3 financial statements.
How to fundamentally value stocks (equity) of companies.
Where do technicals come into play?
Managing our emotions in the investing process.
How prevailing sentiment affects our investment decisions.
Make him your friend, or he will be your enemy.
Single Stocks vs. Market
Know the types of risks you are taking on.
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.