Stocks – The Nuts and Bolts

One of the key areas in personal finances that is never taught in school is the stock market. Sadly, shady brokers know this and take advantage of people’s general lack of knowledge.

Epee set up this course specifically to help young adults educate themselves enough to avoid those situations.

Kevin Cuthill from Edward-Jones shares his experience in helping everybody understand the basic terminology, the different types of stocks, the advantages and disadvantages of each, and how to generally assess if a stock or mutual fund is worth considering. He also discusses a bit about risk tolerance, different types of investing strategies, and how to avoid falling into typical traps of buying and selling at the wrong time.

Introduction

1
Introduction
2:35

Kevin discusses his background as a Certified Financial Planner and financial advisor, and how crucial looking at the bigger picture is when it comes to investing.

Stock Basics

1
Stock Basics
3:33

This lesson focuses on how people come to own stock and what it means to own a share of stock.

2
Common Stock vs Preferred Stock
3:53

Kevin explains the differences between common stock and preferred stock.

3
How Stocks Make Money
2:38

Learn how your investments can make money with capital appreciation or dividends.

4
Quiz Yourself on Stock Basics
5 questions

Stock Principle 1: Quality

1
Quality
4:31

This lesson delves into what makes a quality company as well as the stock selection process.

2
Looking at Stock Information
7:38

Kevin describes what to keep in mind when looking at stock information.

3
Quiz Yourself on Quality
5 questions

Stock Principle 2: Diversification

1
Diversification
3:01

This lesson discusses how to diversify your portfolio, so you won't "put all your eggs in one basket".

2
Diversification by Sector
5:33

This lesson explores how a portfolio should be a mix of offensive and defensive stocks.

3
Diversification by Company Size & Examples
7:17

Kevin discusses how market capitalization relates to company size.

4
Quiz Yourself on Diversification
3 questions

Stock Principle 3: Long-Term Perspective

1
Long-Term Perspective
4:09

This lesson emphasizes the importance of buying investments and intending to keep them long-term.

2
Quiz Yourself on Long-Term Perspective
2 questions

A Disciplined Approach

1
Systematic Investing
2:38

Kevin dives into the strategy of systematic investing that keeps new investors disciplined.

2
Quiz Yourself on A Disciplined Approach

Other Ways to Own Stock

1
Passive vs. Active
4:09

Learn about other ways to own stock with mutual funds or Exchange Traded Funds

Recap & Closing

1
Recap
0:51

Kevin briefly recaps everything discussed thus far, from stock basics to the 3 Principles of Stock Investing.

2
Annuities
4:01

This lesson gives a brief overview of annuities and some benefits of having them.

3
Trusts & Financial Tips
5:38

Kevin discusses what trusts can be used for, and also gives some tips on how you can set up yourself for financial success.

4
Closing
4:24

In closing, Kevin encourages everyone to remember that investing is about the long term, not instant gratification.

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Enrolled: 5 students
Duration: 1:06:29
Level: Beginner

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