“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.