Introduction to Investment : This class teaches the basic savings and investment. We discuss strategies and their applications in your portfolio taking into consideration your risk tolerance, time horizon and financial objectives. This class also introduces investment vehicles such as stocks, bonds, mutual funds, Roth IRAs and other financial instruments. Successful investing is critical to reaching your financial goals.
- What are financial markets and how do they operate?
- What are the asset classes and why are they important?
- What is your asset allocation and how will it change over time ?
- What is your Investment Plan and how will you invest?
- What are the Online Brokerage Account ?
- How to value the differing investment vehicles.
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