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Investment Basics—Session Schedule, Speakers and Handouts

In order to download session handouts you must be logged in and registered for the program.

Session handouts will be available to registered attendees Wednesday, September 19 through Friday, November 30.

Show Date:  

Wednesday, September 26

8:00 AM – 5:00 PM

INVB1  Investment Basics - Day 1

John T. McCarthy Instructor
Founder and Financial Educator
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)