This class will cover essential investing and explore opportunities in a declining interest rate economy. Increasingly volatile markets can create opportunities and potential pitfalls.
Learn the principals of selecting stocks, bonds, and other investments, with a focus on using investment income to fund retirement. We will explore the public and private markets (private equity, private credit and hedge funds) and discuss what are right for your goals. Learn to read financial statements and to translate confusing financial jargon.
We will discuss the world of crypto currency (Bitcoin, Ethereum, etc.). Learn the role of a financial advisor and identify fees and costs. Time is allotted each session for individual questions and answers.
No products or services are sold, endorsed, or marketed.
