Investment Basics—Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, September 19 through Friday, November 30. Please contact if you have questions or need assistance.

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)