Ranked #1
Chapter 14 - Estate Planning; Dealing with a Windfall - Slides 37 to 65
Chapter 14 - Estate Planning; Dealing with a Windfall - Slides 37 to 65
No one enjoys thinking about a time when they will not be around anymore. Nevertheless, not dealing with estate planning... Read more
15 Nov 2020
•
44mins
Ranked #2
Chapter 14 - Retirement Planning; Retirement Accounts: 401(k)'s, Roth IRA, etc. - Slides 1 to 22
Chapter 14 - Retirement Planning; Retirement Accounts: 401(k)'s, Roth IRA, etc. - Slides 1 to 22
“Why should I think about retirement planning now? I have plenty of time!” That is what many younger adults ask themselv... Read more
15 Nov 2020
•
54mins
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Ranked #3
Chapter 14 - The Baby Boomer Generation Retirement Time Bomb! - Slides 23 to 36
Chapter 14 - The Baby Boomer Generation Retirement Time Bomb! - Slides 23 to 36
We have a serious problem. Over the next 15 years, millions of Baby Boomers will be facing retirement and most all are s... Read more
15 Nov 2020
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Ranked #4
Real Estate and Other Investment Alternatives - Slides 1 to 34
Real Estate and Other Investment Alternatives - Slides 1 to 34
It is said that real estate has created more millionaires in the United States than any other investment class. While th... Read more
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Ranked #5
Chapter 13 ‑ Fund Families; How to Pick a Mutual Fund; Hypothetical Illustrations ‑ Slides 16 to 24
Chapter 13 ‑ Fund Families; How to Pick a Mutual Fund; Hypothetical Illustrations ‑ Slides 16 to 24
In our final presentation, we then turn our attention to just a few of the major mutual fund families and their offering... Read more
4 Nov 2020
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37mins
Ranked #6
Chapter 13 ‑ Types of Mutual Funds, The Spectrum of Risk versus Return ‑ Slides 9 to 15
Chapter 13 ‑ Types of Mutual Funds, The Spectrum of Risk versus Return ‑ Slides 9 to 15
With over 12,000 mutual funds available, how and where do we start searching for the right one for us? It is not an easy... Read more
4 Nov 2020
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1hr
Ranked #7
Chapter 13 ‑ Introduction to Mutual Funds ‑ Slides 1 to 8
Chapter 13 ‑ Introduction to Mutual Funds ‑ Slides 1 to 8
Mutual funds truly are the “Investments for the Masses.” With as little as $25 to $50 per month, investors get professio... Read more
4 Nov 2020
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32mins
Ranked #8
Chapter 12 - All Stars of Investing; Famous Myths & Stupid Sayings - Slides 48 to 59
Chapter 12 - All Stars of Investing; Famous Myths & Stupid Sayings - Slides 48 to 59
When attempting to learn how to do something, does it not make sense to study those who are the experts at doing it? In ... Read more
31 Oct 2020
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Ranked #9
Chapter 12 - Investment Theories; Stock Strategies - Slides 36 to 47
Chapter 12 - Investment Theories; Stock Strategies - Slides 36 to 47
There are three main theories of stock investing, fundamental analysis, technical analysis, and the efficient market the... Read more
31 Oct 2020
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Ranked #10
Chapter 12 - Stock Indexes; Numeric Measures - Slides 19 to 35
Chapter 12 - Stock Indexes; Numeric Measures - Slides 19 to 35
How can we say that stock investments have returned 8% to 10% over the long term? In the session, we discuss the various... Read more
30 Oct 2020
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53mins
