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 CS - Investment Basics Session Schedule 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, March 7 through Friday, May 18.

Show Date:  

Wednesday, March 14

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)