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Investment Basics – What you need to know to get started in the right direction.
January 30, 2019 @ 11:00 am - 12:00 pm$95.00
It used to be easy years ago when pretty much all there was to pick from was a checking and savings account and maybe a certificate of deposit. And, people had more free time available than many people have today.
Now, with so many investment options, volatile markets and less time available to spend keeping up with it all, do you understand the wide range of investments available to you and how to properly manage them?
For most every investment available, it is a good fit for someone and wrong for someone else. The key is to know the difference so you can make good choices regarding the investments that are most appropriate for your personal investment portfolio.
This webinar will provide an overview of many investment options available, an explanation of what they are, how they work and factors to consider in determining if they are a good match for you.
In this session you will learn what you need to know to make appropriate selections. Provided will be an explanation of what each investment is and how it works. You will learn the advantages, disadvantages, risks and fees for each investment. Also discussed are several options on how they can be purchased and held, including if they can be held in a retirement plan, wrap account or discount brokerage account and an explanation of these and other options.
Also covered is a definition of investment terms that are helpful for you to understand, including asset allocation, asset class, the difference between yield and growth, negative correlation and dollar-cost-averaging.
This session will provide a detailed understanding of many of the most commonly purchased and sold investments. The investments that will be discussed include individual Stocks and Bonds, Mutual funds, Exchange traded funds (ETFs), Annuities and Real Estate Investment trusts.
Whether you have been investing for a long time or have just begun, this session will provide valuable information you need to be more confident in designing and allocating your investment portfolio.