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 (now with Ameriprise) 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
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
This lesson focuses on how people come to own stock and what it means to own a share of stock.
Kevin explains the differences between common stock and preferred stock.
Learn how your investments can make money with capital appreciation or dividends.
Stock Principle 1: Quality
This lesson delves into what makes a quality company as well as the stock selection process.
Kevin describes what to keep in mind when looking at stock information.
Stock Principle 2: Diversification
This lesson discusses how to diversify your portfolio, so you won't "put all your eggs in one basket".
This lesson explores how a portfolio should be a mix of offensive and defensive stocks.
Kevin discusses how market capitalization relates to company size.
Stock Principle 3: Long-Term Perspective
This lesson emphasizes the importance of buying investments and intending to keep them long-term.
A Disciplined Approach
Kevin dives into the strategy of systematic investing that keeps new investors disciplined.
Other Ways to Own Stock
Learn about other ways to own stock with mutual funds or Exchange Traded Funds
Recap & Closing
Kevin briefly recaps everything discussed thus far, from stock basics to the 3 Principles of Stock Investing.
This lesson gives a brief overview of annuities and some benefits of having them.
Kevin discusses what trusts can be used for, and also gives some tips on how you can set up yourself for financial success.
In closing, Kevin encourages everyone to remember that investing is about the long term, not instant gratification.
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