“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…
[icon name=”cog” class=”” unprefixed_class=””] The basics of stock investing including:
[icon name=”check” class=”” unprefixed_class=””] Definitions of terms such as book value, price/earnings (P/E), price/book value (P/BV), discounted cash flow (DCF), EBITDA, etc.
[icon name=”check” class=”” unprefixed_class=””] Peer comparisons
[icon name=”check” class=”” unprefixed_class=””] Fundamental analysis
[icon name=”check” class=”” unprefixed_class=””] Technical analysis
[icon name=”cog” class=”” unprefixed_class=””] The basics of bond investing including:
[icon name=”check” class=”” unprefixed_class=””] The differences between bills, notes, and bonds
[icon name=”check” class=”” unprefixed_class=””] Municipal bonds
[icon name=”check” class=”” unprefixed_class=””] Corporate bonds
[icon name=”check” class=”” unprefixed_class=””] Securitized bonds such as asset-backed and mortgage-backed securities
[icon name=”cog” class=”” unprefixed_class=””] Diversification: The benefits and challenges
[icon name=”cog” class=”” unprefixed_class=””] Mutual funds: Active vs passive management and when to use each
[icon name=”cog” class=”” unprefixed_class=””] Sector funds and Exchange-Traded Funds (ETFs)
[icon name=”cog” class=”” unprefixed_class=””] Why (or why not) to use Stop Losses
[icon name=”cog” class=”” unprefixed_class=””] The Basics of Stop Options
[icon name=”cog” class=”” unprefixed_class=””] Man vs. Machine (the benefits and challenges of AI): Screens
[icon name=”cog” class=”” unprefixed_class=””] Upside vs. Downside Scenario Analysis
[icon name=”cog” class=”” unprefixed_class=””] Dollar cost averaging: What is it and why is it used?
[icon name=”cog” class=”” unprefixed_class=””] 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!
[icon name=”arrow-right” class=”” unprefixed_class=””] My guide on Stop Losses and why (or why not) to use them.
[icon name=”arrow-right” class=”” unprefixed_class=””] Insights into the Investment Process we used at SaLaurMor Capital.
[icon name=”arrow-right” class=”” unprefixed_class=””] A detailed analysis of Long-Fortegra Financial Corp (FRF) performed December 24, 2013.
[icon name=”arrow-right” class=”” unprefixed_class=””] My guide to understanding stock options.
[icon name=”arrow-right” class=”” unprefixed_class=””] An exclusive interview with Bloomberg radio, focusing on my time working as a hedge fund manager.
[icon name=”arrow-right” class=”” unprefixed_class=””] “Self-talk” audio files to help you reset your thoughts and align with the Prosperity Mindset.
