“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. Plus, when you sign up today, you’ll get these additional bonuses:

Sample processes for how to analyze a company and determine if it will be a good investment.
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.

Are you ready? Start with a complimentary, one-hour prosperity consultation session.