
Learn the basics of investing for free, cover stocks, mutual funds, retirement accounts, and real estate, then apply simple do-it-yourself moves and know when to seek professional financial help.
Subjects we will be going over in the course.
How to get the most out of the course.
Explore what investing is, types of investments, and whether to invest; learn how assets generate income or appreciation through outlays of time, money, or effort, with basics like brokerage accounts.
Understand what a brokerage account is and how it lets you buy and sell stocks, bonds, and mutual funds. Transfer money to access the stock market through popular brokerages.
Dividends are quarterly payouts from company earnings to shareholders, usually by older firms, providing a steady return and often taxed, with yield equal to payout over price.
Learn how realized gains and losses become actual when you sell assets. Unrealized gains stay on paper until a transaction occurs; understand how selling affects taxes owed.
Explore capital gains from selling real estate or personal property, and distinguish short-term (under one year) from long-term (over one year) gains and losses for IRS tax reporting.
Learn how compound interest adds earned interest to your principal, with monthly and yearly compounding, shaping both assets and liabilities and impacting loan balances, with practical examples.
Examine options trading, day trading, and margin, highlighting their risks and the need to study before you trade. Compare day trading with long-term buy-and-hold strategies and explain margin borrowing basics.
Determine debt level and available funds before investing by tracking take-home income against expenses, build the mindset to set goals and a budget, and invest consistently.
Explore the next course topics on investing in stocks, retirement accounts, budgeting mindset, and brokerage platforms. Learn about dollar-cost averaging, recurring dividends, and contributing to 401(k) and Roth IRA.
This course is an informative course for those who do not know anything at all when it comes to investing. We will go over different types of investments, where you can invest, compare different types of investments and briefly talk about the mindset of investing. I have narrowed down this course to talk about the most important information you'll need instead of throwing every single thing about investing there is to know in a long extensive course. You can use this knowledge to your advantage to make less mistakes than the average investor because you will have a head start. This is not a get rich quick course, this course will help get you started on your journey to wealth in retirement. Basics first.
We will not go over how to buy and make full moves yet in this course because I recommend studying and getting financials in order first. In the next course, we will go over how to assess stocks and funds for your retirement account while showing you how to navigate through different accounts and brokerages. If you already know the basics but do not know what to do next, I recommend taking the next course.
The subjects we will go over:
•What is an investment? Different types of Investing. Can anyone invest? Should you invest? Where can you invest? What is a brokerage account? Basic terms.
•What are stocks? What is a Mutual fund? What is an Index fund? What is an ETF? What are dividends?
•What are the risks? Diversification. Realized and unrealized gains/losses. Capital gains. Compound interest.
•Assessing/Valuing stocks intro. Rushing, hype and FOMO. Long term vs short term. Options trading, day trading and margin.
•Mindset. Personal finances, goals and budget intro.