“Financial freedom is being able to spend time (as much as you want) with the ones you love.”
— Doug Nelson
The Basics of Investing
You’ve probably been told that investing is one of the pillars to creating prosperity and financial freedom. As a former portfolio manager for Citi and owner of my own hedge fund, I agree. But I also understand that investing can be scary, even overwhelming at times.
In this program, I take the “scary” out of the equation. I help you understand the terminology that can appear so intimidating. I show you how to work with the financial tools available to you. Empower yourself and embrace a life of financial freedom by learning the basics of investing.
This program covers…
The basics of stock investing including:
Definitions of terms such as book value, price/earnings (P/E), price/book value (P/BV), discounted cash flow (DCF), EBITDA, etc.
The basics of bond investing including:
The differences between bills, notes, and bonds
Securitized bonds such as asset-backed and mortgage-backed securities
Diversification: The benefits and challenges
Mutual funds: Active vs passive management and when to use each
Sector funds and Exchange-Traded Funds (ETFs)
Why (or why not) to use Stop Losses
The Basics of Stop Options
Man vs. Machine (the benefits and challenges of AI): Screens
Upside vs. Downside Scenario Analysis
Dollar cost averaging: What is it and why is it used?
Faith vs. Fear
I guarantee that by the time you’re finished with this program, you’ll be as confident as any stock broker.
Are you ready? Start with a complimentary, one-hour prosperity consultation session.
By the way, even if you don’t sign up, feel free to download these free program bonuses!
My guide on Stop Losses and why (or why not) to use them.
Insights into the Investment Process we used at SaLaurMor Capital.
A detailed analysis of Long-Fortegra Financial Corp (FRF) performed December 24, 2013.
My guide to understanding stock options.
An exclusive interview with Bloomberg radio, focusing on my time working as a hedge fund manager.
“Self-talk” audio files to help you reset your thoughts and align with the Prosperity Mindset.