In this module, you will learn the following: That saving is different from investing. The benefits of investing. Dispelling the Myths of Investing
We will discuss how money grows, and we want you to truly understand all the elements needed to grow your money as dynamically as possible. In this class, you will learn: The power of compounding. What is it, and how it works.
In this module, you will learn the following: The Four Asset Classes Cash, Fixed Income Stocks/Equities Alternative Investments such as crypto.
Now that we know what investment asset classes are available, we will learn how to combine the assets that align with your goals and values in this class. This is called Asset Allocation.
How we use the strategy of Asset Allocation to create a person's portfolio based on the four elements of risk tolerance, time horizon, investment objectives, and overall financial situation.
Once you know your risk tolerance, how much you want to invest, and for how long, it's time to select your investments. If you're dealing with a financial or a Robo advisor, they will select your investments based on those elements. But if you're doing it yourself, this module will teach you the six things you need to look for when researching what you want to invest in.
This lesson we'll discuss the advantages and disadvantages of Rob-advisors versus do-it-yourself online platforms. Taking you through setting up an online account to purchase an investment.
Investing through a robo-advisor is one of the easiest ways to start your investment journey.
Now that you are clear on your goals and your time horizons it's time to bring it all together.
We walk you through the actual buying and selling of a stock or ETF.
Remember that even if you decide to hire an advisor, you still should take the lead with your Finances.
You must review your investments regularly. This does not mean looking at it daily, but reviews should be done twice a year or when your circumstances change.
Over the last twenty years, there has been explosive growth in Ethical Investing, also called ESG investing. Ethical Investing is about aligning your money with your values. There are three criteria used in ESG investing.
Investing has less to do with investments than it has to do with investor behavior. Therefore, managing your expectations, emotions, and behavior is critical.
Eight tips from financial experts on how to invest successfully.