Personal Finance · How Do I Start My Research On Stocks, Bonds, and Mutual Funds?

Welcome!

So happy to have you join one of my favorite course creations ·Personal Finance · How Do I Start My Research on Stocks, Bonds, and Mutual Funds?

I’ve created many courses. Mostly business related. Some lifestyle.

But this course…this course was born out of a request from my sister to host a workshop for a combined group of her personal friends and business associates.

A group of well-educated, professional career women.

Executive level federal government employees, chief financial officers, physicians, engineers, senior management, entrepreneurs…

Their level of accomplishments were striking and impressive!

That said, being in such all consuming fields of industry, managing their careers, their families and a host of other things demanding their attention, they realized that although they had invested during the span of their careers, they had never really taken the time to empower themselves with the hands-on knowledge of researching their stocks, bonds and mutual funds.

This task had always been in the care of professionals.

So as a result, many had never really reviewed their quartely statements and did not know their rate of return (ROR) on the investments they had been making.

The group was interested in knowing the basics.

How do you open a stock brokerage account?

How do I research stocks, bonds and mutuals?

How do I conduct quantaive and qualitative research?

What is an index fund?

What is a DRIP?

And more…

And they wanted it all explained in clear, simple concise language so they could take action on what they learned in their workshop, immediately.

Well here you go…

In plain language and simple terms, you will become empowered with learning how to research stocks, bonds and mutual funds.

I’m excited to share with you!

Thanks again for joining me…

Get your pen, get your pencil, get your notebook…

Let’s get started…