Investment Basics 101

Investment basics course #1 Stocks and ETFs Versus Other Investments Introduction: We all have financial goals in life: to pay for college for our children, to be able to retire by a reasonable age, to buy and own the things we need and want. Unfortunately, spending...

Investment Basics – 102

Investment basics course #2. The Magic of Compounding This is the second course in a series of 38 called “Investment Basics” – created by Professor Steven Bauer, a retired university professor and still a proactive asset manager and consultant /...

Investment Basics – 103

Investment basics course #3. Investing for the long run We have said many times that when you are investing in the worldwide capital markets that is imperative to let time work for you.  The old saying  it’s not about timing the market, it’s about...

Investment Basics – Course 104

What Matters and What Doesn’t. Your perception of stock investing may involve intense, frantic traders sweating in front of a half dozen computer screens packed with information, while phones ring off the hook in the background. Or friends with little experience...

Investment Basics – Course 105

The Purpose of a Company. Welcome to your second semester of your freshman year coursework! It’s worth repeating that when you hold a stock, you own part of a company. Part of being an owner is understanding the financial underpinnings of any given business, and...

Investment Basics – Course 106

Gathering Relevant Information Introduction Now that you know the definition of a stock and the purpose of a company, how do you go about finding more information about a firm you may be interested in? Because knowledge truly is power when it comes to investing, your...

Investment Basics Course 107

Introduction to Financial Statements Introduction Although the words “financial statements” and “accounting” send cold shivers down many people’s backs, this is the language of business, a language investors need to know before buying...

Investment Basics Course 108

Learn the Lingo–Basic Ratios Now that you’ve learned a little bit about the basics of reading financial statements (the language of business), let’s learn a little bit about the basic language of investing. Ratios are a common tool investors use to...

Investment Basics Course 201

Stocks and Taxes It’s that time of year again where we all dust off our handy shoebox full of paperwork that we have saved, and run it down to our tax preparer. Tax planning should be done in the prior year so that you can make any changes necessary in the calendar...

Investment Basics Course 202

Using Financial Services Wisely Once you consider taxes and decide what type of investment account you’d like to open, the next nuts-and-bolts decision involves actually choosing a broker and / or a brokerage firm. When thinking about a stockbroker, a picture of...