“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.
Peer comparisons
Fundamental analysis
Technical analysis

The basics of bond investing including:

The differences between bills, notes, and bonds
Municipal bonds
Corporate 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.