Day 1: Getting Started

You’ve taken the first step to empowering your financial future.

Day 1/10: Introduction

Congratulations on your decision to learn how to invest. You’ve taken the first step to empowering your financial future.

About This Course

Investing in the stock market is a proven strategy for building wealth and reaching your financial goals. This nine-part email course introduces the investing process, teaches you how to select stocks and identifies key considerations to building an effective portfolio.

Over the next nine days, we will walk you through these topics:

Foundational concepts: your goals, risk tolerance, risk vs. reward, asset allocation, investing life cycle and diversification

Mindset and practicalities: the emotional side of investing and the basics of getting started

Stock-buying strategies: investing vs. trading, plus active and passive investing, dividends and capital gains, growth and value investing and small-cap and large-cap investing

Valuation concepts and ratios: ratios you should understand to make money in the stock market

Five strategies to chart your own investing course: tactics to resist following the masses with your strategy

This guide assumes you are financially ready to begin investing. That means you have:

Selected an online brokerage or investment account

Saved enough in a cash savings account to cover three months of your living expenses

Paid down your high-interest credit card debt

Balanced your household budget and allocated monthly funds for investing

If any of the above action items are still outstanding for you, this guide can help you prepare.

Tomorrow, we’ll get started with foundational investing concepts!