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 CS - Investment Basics Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, February 22 through Tuesday, April 18. Please contact if you have questions or need assistance.

Show Date:  

Friday, March 3

8:00 AM – 4:30 PM

INVB1  Investment Basics - Day 1

John T. McCarthy, CFP Instructor
Founder (Retired)
McCarthy Grittinger Financial Group, LLC
Milwaukee, WI

• Investment terms • Risk and return • Stocks, bonds and mutual funds • Investment benchmarks • Portfolio management and asset allocation • Contemporary investment issues • Economic considerations • Tax considerations • Sources of information • Case study (#13—Investments)