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Class Descriptions
Investor Education Series
Series 1
The Investor Education Courses gives investors a variety of topics in a workshop setting. The series gives investors an opportunity to learn more, ask questions in an educational setting and understand the dimensions of life-long financial investing.
Separating Myth From Truth
This is the first presentation of the series and is packed with vital information. The presentation makes a good stand-alone workshop for any investor or group. We offer this presentation free of charge.
The three part workshop covers:
- Dispelling Traditional Investing Myths – assumptions, logic and common inaccuracies
- The Story of Investing – What 50 years of empirical research shows
- Building a Better Portfolio – You don’t have to use traditional investment methods to be a successful investor.
Choosing Your Investment Philosophy
Many investors find themselves trapped in a perplexing cycle of under-performance and missed expectations from their investments. Choosing your investment philosophy is the missing link that can help offer long-term peace of mind.
Examining Your Expectations
This workshop helps you identify current investment expectations, clarify common illusions, and examine what actually leads to investor disappointment.
Understanding the Dimensions of Risk and Return
This workshop shows you how risk is defined in a portfolio, how much risk is acceptable and when its okay to take a risk. |
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