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Investing 101

Investing appropriately for your age, risk tolerance, time frame and goals is key to a healthy financial future.

In Investing 101 the main points we will cover are:

  • Basics about the different traditional investment types (Stocks, Bonds, Mutual Funds).
  • How to determine your asset allocation.
  • How to invest for different time frames and goals.
  • The risks/rewards of different investments.
  • How to avoid getting taken for a ride by sales people.
  • What investments should really cost.

Please note that in this class we will not be teaching you how to pick or evaluate individual stocks.

Contact us to schedule an investing class

 

Introduction to Personal Finance

Financial Goal Setting 101

Budgeting 101

Debt Management 101

Personal Credit 101

Retirement 101

 

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