Syllabus

Instructor Credentials 

Mission Statement

Course Outline - you are looking at it!

FUNDAMENTAL CONCEPTS

"The Market"

Investment Horizon

Risk 

Modern Portfolio Theory

Diversification: What, Why, How

DETRIMENTAL TO YOUR WEALTH
      Failure to start Investing For Retirement ASAP 

      Complexity

      Ignorance    

      Investment Advisors

      Fees  

      Diversification   

      Misunderstanding the importance of the comparison Start Date 

      Do It Yourself Investment Strategies

           -  DIY Stock Picking 

           -  DIY Market Timing

            - DIY Fund/Fund Manager Picking 

            - DIY Target Date Funds

            - DIY Invest For Dividends 

      International Stocks

      Bonds

      Roth IRA

      Universal Life Insurance

      Annuities

BENEFICIAL TO YOUR WEALTH

        Knowledge of History Of The Market    

        Understanding the real “Risk”

        Buy and Hold 

        Index Funds

        Dollar Cost Averaging

        Automatic Monthly Purchases,

Warren Buffett testimonial

HOW TO DO IT

        Basic Fundamental Axiomatic Principles of Investing For Retirement

        Create A Financial Plan Mom and Dad Money

        Open Account with M1 Finance (see Monthly Automatic Purchases)

        Invest in IFR recommended portfolio

              - Safe, Simplest, Certain $ 

              - Safe, Simple, Certain $$
              - Safe, Simple, Certain $$$

INVESTING DURING RETIREMENT

      Take The Oath

      Basic Fundamental Axiomatic Principles of 

            - Investing During Retirement

            - Withdrawing Principal From Your  Portfolio. 

VALIDATING IFR SYSTEM

      Simulations

      Testimonials