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 CS - Investment Basics Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, March 7 through Friday, May 18. Please contact edprog@ifebp.org if you have questions or need assistance.

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)