
Hello, and welcome to Stock Market Foundations! My goal with this course is to help simplify investing for you and make it much more accessible and easy to understand.
In this video, I just wanted to give you an overview of what to expect in this course, as well as a few action items so you can get the most out of it. The first thing is access, you can access this course in one of two ways, or even both if you prefer. You can access this course directly on your desktop or on mobile through the free Kajabi mobile app.
I want you to go through this course in order. Now depending on where you are on your investing journey, you may want to jump around, and that's fine if you do that. But you're going to get the MOST out of it by going through the modules in order FIRST.
In most modules, you will see either beneath or to the side of the videos, some PDF slides available for download. As you're consuming video content, also take advantage of those downloadable resources, that are going to help you on the journey.
I'm excited to help you get started on this journey through Stock Market Foundations. In this course, I'm going to break down how to get started investing in the stock market in 7 Easy Modules:
Why You Need To Invest
How To Start Investing
Making Money In The Stock Market
The Four Core Investing Strategies
The Best Investment Platforms
Investing On Autopilot
Maximizing Tax Savings For Investors
Recommended Game Plan
Bonus Content (including the Stock Market Mastery Vault)
Remember, you don’t have to be great to start, but you have to start to be great. And that my friends’ is what Stock Market Foundations is all about.
So if you're ready to start, grab a cup of water, a notepad to take notes, and let’s jump into the course!
Saving your money is a great way to pay off debt, tackle loans, and build an emergency fund. But, it is the WORST way to actually grow your money for your financial future.
The reason you invest is to preserve the purchasing power of your money. Unlike your bank savings or checking account, with investing, your money CAN outpace inflation.
Only saving your money, and not investing, is for losers. BUT, there's a crucial reason why you can't have all your money invested in the stock market.
RECOMMENDED PLACES TO HOLD YOUR EMERGENCY FUND:
Wealthfront Cash Account
See My Review: https://investingapps.com/wealthfront
Betterment Everyday Savings Account
See My Review: https://investingapps.com/betterment
Learn the essential terminologies and principles of investing in the stock market.
Before you start investing in the stock market, there are a couple of key investing principles you should be aware of. Even if you apply just a few of these principles to your investing lifestyle, they can help you create a more smooth, sustainable, and rewarding investing experience.
When you are investing in individual stocks you are betting on the success and performance of a single company. And while you can “get it right,” and pick a winner, more often than not, you will have been better off simply investing in index funds.
ETFs and mutual funds share many similarities. But there is a major reason why you may want to consider one over the other... FEES.
If you are debating between investing in index funds or in individual stocks, you will want to ask yourself the questions in this video.
Welcome to my 4-Step checklist for finding quality stocks to invest in. This checklist was inspired by the strategies of several successful investors, including Warren Buffet and many more.
Over time, I found similarities in the mindsets shared by many successful investors and I wanted to break them down into a short and simple checklist that anyone can follow.
In the last video, we learned that finding a quality company on sale is the 4th step to finding a good stock to invest in. In this video, we’re going to explore 2 things:
Why a stock with a low share price does NOT actually equal a stock on sale
What does define a stock on sale?
Learn the two easiest ways to make money in the stock market and how you can use the power of compound interest to your advantage.
Have you ever wondered how long to hold on to a stock? There is a very good reason to consider this... tax benefits.
While both investing and trading have a common goal in mind, their approaches and strategies are very different.
Explore the 4 core investing strategies for everyday investors. In the next module, we'll be breaking down each one in more depth.
Passive Investing is the easiest way to get started investing in the stock market. It can be an ideal option for those who are interested in a true "set it and forget" investing approach.
Dividend Investing is one of the leading approaches for building a passive income. It can be an ideal option for those who are willing to give up higher stock growth in exchange for more reliability and guaranteed income.
Stock Picking gives you the most control over your investments and overall returns. It can be an ideal option for those who are willing to be a little more "hands-on" with their investing.
Active Trading is more of a short term approach and is often the most difficult strategy in the stock market. It can be an ideal option for those who have a higher risk tolerance and who are willing to put in the time to practice trading.
Every investor is unique, as is the best investing strategy for each investor. To decide which investment approach is the right one for your goals, you will want to ask yourself the questions in this video.
Welcome to my 5-Step Investing App Checklist. I built this checklist to help you find your perfect investing app.
If you haven't already downloaded the 5-step checklist, feel free to download it in the downloads section next to this video.
In this course we'll be going over the 3 main types of investment brokerages:
Investing Apps
Trading Apps
Robo-Advisors
While different types of investment platforms have many similarities, they also have unique differences you need to know about. So, whether you’re more interested in investing or trading, together, we’re going to find your ideal investment app.
In the next video, we’re going to dive into the 1st type of brokerage, and that is stock market investing apps. So, I look forward to seeing you on the other side!
Welcome to the best stock market investing apps for beginners. The brokerages we’re going to explore in this video, are ideal for passive investors, dividend investors, and stock pickers.
So let’s explore some of the qualities of investing apps:
Investing Apps:
They are more geared towards longer-term investing.
Oftentimes, requires less risk-tolerance.
Allows you to invest in a much more passive manner.
Oftentimes, offer more diversified portfolios.
Diversifying your investments can help reduce investment risk.
Can potentially offer more stable and steady growth.
Below are some of the best investing apps for beginners (as discussed in this video).
INVESTING APPS FOR BEGINNERS
Acorns
See My Full Review: https://investingapps.com/acorns
Stash
See My Full Review: https://investingapps.com/stash
M1 Finance
See My Full Review: https://investingapps.com/m1
In the next video, we'll be going over some of the top trading apps for beginners.
Welcome to the top stock market trading apps for beginners. The brokerages we’re going to explore in this video, are ideal for active traders and stock pickers.
So let’s explore some of the qualities of trading apps:
Trading Apps:
More geared towards short-term trading.
Typically require more risk tolerance than investing apps.
Can require much more active involvement in researching and picking individual stocks.
Oftentimes, offer less diversified portfolios.
A less diversified portfolio can potentially offer more risk.
Can potentially offer more potential profit, but also more potential loss.
*Tip: Trading apps can also be used as investing apps if you are using them to buy and hold your stocks.
Below are some of the top trading apps for new stock traders (as discussed in this video).
TRADING APPS FOR BEGINNERS
Webull
See My Full Review: https://investingapps.com/webull
Robinhood
See My Full Review: https://investingapps.com/robinhood
Public
See My Full Review: https://investingapps.com/public
In the next video, we'll be going over some of the top robo-advisors for those investors who are more interested in a completely managed portfolio.
Welcome to the best robo-advisors for new investors. The brokerages we’re going to explore in this video are most ideal for passive investors.
So let’s explore some of the qualities of robo-advisors:
Robo Advisors:
Investment portfolios are completely managed by an algorithm.
Invest in a much more passive manner without having to think about it.
Offer more diversified portfolios that are built towards long-term investing.
Portfolio rebalancing is done for you, on your behalf.
Oftentimes offer less control over choosing your investments.
Below are some of the best robo-advisors for beginners (as discussed in this video).
ROBO-ADVISORS FOR BEGINNERS
Acorns
See My Full Review: https://investingapps.com/acorns
Wealthfront
See My Full Review: https://investingapps.com/wealthfront
Betterment
See My Full Review: https://investingapps.com/betterment
In the next video, we'll be going over which investment apps can be used as hybrid apps for both investing and trading.
Of all the apps we've covered in this module, there are two that can effectively be used for both investing and trading. While you are not limited to only choosing one brokerage, these apps can be helpful if you want to consolidate your investments into a single account.
HYBRID INVESTMENT APPS
Robinhood
See My Full Review: https://investingapps.com/robinhood
Public
See My Full Review: https://investingapps.com/public
Explore some of my favorite investing automation tools for helping to put your investments on auto-pilot.
Learn how to use market, limit, and stop orders to help automate your stock trades. These order types will be more than enough for most investors and traders. But if you are interested in learning more, we'll be going over two more advanced order types in the next video.
If you are looking to place your trading on auto-pilot, two advanced order types you may want to consider would be the stop-limit order and the trailing stop order.
Learn the simple strategies to help reduce your taxes owed on both your profit from selling stocks and from dividend income.
Discover how you can use losses from bad investments as a way to help reduce your overall tax bill.
Explore the key differences between tax-advantaged vs taxable investment accounts, and the biggest reasons why you might want to consider using both.
TLDR: Stock Market Foundations is my easy-to-follow video course that walks you through step-by-step how to go from a complete beginner to knowing how to invest and grow a portfolio through the stock market.
In the course, I break down everything in a simple 7-step framework, where I teach you everything I've learned over the years about creating your investing strategy, growing your money, and identifying quality stocks to invest in.
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The investing space is constantly changing, and it is my job to help new investors cut through all the noise so they can SIMPLIFY INVESTING and reach their financial goals.
I have helped thousands of investors get started investing on my Everyday Investing YouTube channel and would love to help set you up for success on your investing journey.
I can tell you that there are no guarantees in life, but with some good knowledge and a solid action plan... you can increase your chances of reaching your goals through investing and in life...
So, are you ready?
Here's What's Inside The Course:
Simple 7-Step Investing Blueprint
40 step-by-step interactive videos broken down into easy-to-follow investing modules and lessons. Perfect for beginners to investing.
Investing Automation Toolkit
My personal toolkit of investing and trading automation tools that I use to help put my investments on autopilot.
Stock Market Mastery Vault
Advanced modules focused on analyzing quality stocks to invest in through both fundamental and technical analysis.
Exclusive Bonuses This Month
This month I'm also including a ton of bonus video modules and lessons to help you along your journey. More details below.
Are You Feeling Overwhelmed With Investing?
Chances are you've been wanting to grow your money through the stock market for a while now. You know what you want to do, but you're not necessarily sure how to get there. It's a frustration lots of investors have. That is why I created Stock Market Foundations.
What If I've Never Invested Before?
Here's What You Need:
- An easy-to-follow investing framework
- An investment strategy
- A compatible investing app
- An action plan
Let Me Help Walk You Step-By-Step
Being able to identify and invest in quality stocks is the golden ticket to maximizing your portfolio growth. But it's still only half of the equation.
I say that because the biggest difference between creating wealth vs losing a lot of your money has almost NOTHING to do with how much money you have to start investing.
There's A Reason It's Called Stock Market 'Foundations'
Investing doesn't have to be complicated. Stock Market Foundations isn't about complex jargon or terminology. The 6-hour course is broken down into 40 easy-to-follow and interactive video lessons breaking everything down in a simple step-by-step method. And they all have one goal in mind... to help you build the foundations of long-term success in this wonderful investment vehicle called the stock market.
Think About Sustainability...
Stock Market Foundations isn't about "get-rich-quick" schemes. It's about creating an investing system that's sustainable, achievable, and rewarding. I've been through the ups and downs of the stock market and want to help you avoid the BIGGEST MISTAKES new investors often make.
Ultimately, investing in stocks isn't just about rising numbers on a screen. You are buying pieces of living and breathing companies. You must have systems in place to make sure you are able to identify quality companies at a quality price.
What Exactly IS "Stock Market Foundations?"
Stock Market Foundations is my easy-to-follow video course that walks you through step-by-step how to go from a COMPLETE BEGINNER all the way to knowing how to create real wealth through the stock market, no matter how much or how little you have to start investing.
In the course, I break down everything in a simple 7-step framework, where I teach you everything I've learned over the years about establishing your investing strategy, growing your money, identifying quality stocks to invest in, and ultimately, putting your portfolio in the best position to succeed.
The framework I teach you in Stock Market Foundations is based on the same simple strategies I followed to grow a six-figure stock portfolio in my 20's. But, you don’t have to be a stock market genius to implement the strategies I teach you in the course. I don’t believe in complex jargon. Instead, I break down investing into simple steps and strategies that anyone can follow, even if you’re a complete beginner.
Here's A Sneak Peak At What You'll Be Learning In Stock Market Foundations
Investing For Beginners
3 VIDEOS: The "jumpstart" module to help understand the power of investing for creating wealth.
Stock Market Made Simple
2 VIDEOS: Learn everything you need to know about the stock market in simple terminology.
How To Start Investing
5 VIDEOS: Explore the 5 key investment assets, including stocks, bonds, index funds, ETFs, and mutual funds.
Making Money In The Stock Market
4 VIDEOS: Discover the easiest ways for new investors to make money in the stock market.
4 Core Investing Strategies
5 VIDEOS: Explore the four core investing strategies and find the best strategy for your goals.
Best Investment Platforms
5 VIDEOS: Dive into the best investing apps, trading platforms, and robo-advisors for beginners.
Investing Automation Toolkit
3 VIDEOS: My personal toolkit of investing and trading automation tools I use to help put my investments on autopilot.
Maximizing Tax Savings For Investors
3 VIDEOS: Learn the simple blueprint for greatly reducing your taxes owed from investment profit and from dividends.
Recommended Game Plan
2 VIDEOS: Helping you establish a recommended game plan and action steps to set you up for success on your investing journey.
Portfolio Risk Assessment Analyzer
Let my risk assessment analyzer measure your risk tolerance to help you discover your ideal portfolio type.
Stock Market Crash Survival Guide
Don't just survive a stock market crash, learn how to take advantage of the opportunity it can present.
Stock Market Mastery Vault
6 VIDEOS: My advanced modules for identifying quality stocks through both Fundamental and Technical Analysis.
So What Are You Waiting For?
There has never been a better time to start investing than now. Let me help you go further, faster in your stock market journey. This is your time, and I'd love to help guide you along the way.
Plus, This Month I'm Including The Following Bonus Modules
BONUS #1: 4-Step Checklist To Picking Quality Stocks
This is my easy to follow four-step checklist that walks you through the four key factors you need to know about in order to find quality stocks to invest in. Simply run your desired stock through this quick checklist, and if it meets all four criteria, you likely have a winner.
This checklist was inspired by the strategies of several successful investors, including Warren Buffet and many more. Over time, I found similarities in the mindsets shared by many successful investors and I wanted to break them down into a short and simple checklist that anyone can follow.
If you’re looking to build a quality portfolio of individual stocks, this checklist can help anyone get started in achieving just that.
BONUS #2: Investing On Autopilot Toolkit
This is my personal toolkit of various investing automation tools that I like to use on all my investing apps. Whether you want to invest more passively or simply automate your investing, we’ll go over the best investing automation tools that allow anyone to become a more consistent and successful investor.
In addition, we’ll also go over some of the best trading automation tools so that you can set your investing app to trade stocks for you (at your desired price points), even when you’re away from your phone. Talk about automation.
Best of all, every single one of these investing and trading automation tools is completely free, as they are already included in many of the investing apps we’ll discuss in the course.
BONUS #3: Stock Market Crash Survival Guide
If you find yourself worried about an imminent stock market crash, this guide is the perfect playbook for you. Fearing a stock market crash is never a good feeling. But what if I told you that every stock market crash can actually be a great opportunity for investors.
Not only is this guide all about helping put you in the best position to survive a stock market crash, but it’s also about putting you in the right mindset to take advantage of the opportunity that a crash can actually present.
Now don’t get me wrong, in the moment, going through a crash is never fun. But as a long-term investor, you will see that crashes are not the end of the world, but rather, an opportunity to invest in quality companies and quality business while they’re on sale.
BONUS #4: Portfolio Risk Assesment Analyzer
This is a quick and easy to follow assessment I designed to not only help you truly determine your risk tolerance but to also help you make sure your investments align with your risk tolerance.
Understanding your personal risk tolerance is not only one of the biggest factors to determining what you invest in, but it’s also instrumental in helping you discover your recommended portfolio type and its breakdown.
Based on your answers to the assessment, and your overall assessment score, the analyzer is going to give you a personalized recommendation on what percentage of your portfolio you may want to consider investing in US stocks, international stocks, ETFs, and bonds.
BONUS #5: Stock Market Mastery Vault
When you join this month, I’m also going to be including access to my best bonus of all, and that is my Stock Market Mastery Vault.
This is an advanced set of modules diving deeper into how to analyze quality stocks to invest in through both fundamental and technical analysis. You can think of fundamental analysis as the cornerstone to determining what stocks buy, and you can think of technical analysis as the cornerstone of knowing when to buy a stock.
You don’t necessarily have to combine both fundamental and technical analysis, but if you do, it can be a very powerful force giving you the best of both worlds.
And while these are advanced modules designed for more hands-on investors, I really did my best to break them down in the same simple and easy-to-follow manner as the rest of the course.
Enroll in Stock Market Foundations Today
Say yes to building the foundations to long-term investing success, yes to learning how to make your hard-earned money work for you, and yes to taking control of your financial future.
I look forward to seeing you inside the course!
- Erik