CS - Investment Basics Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, June 6 through Wednesday, August 15. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Friday, June 15

8:00 AM – 5:00 PM

IB1  Investment Basics - Day 1

John T. McCarthy Instructor
Founder (Recently 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)