Developing Investment Acumen

Learn more about how your investments actually work. Get practical investment strategies that can help you improve your financial portfolio and make your money work for you.

Introduction

• Start investing
• Get an investment mind-set

1. Investing for Life

• How investing buys options
• Manage your risk over time
• Self-directed or managed account?

2. Why Build Your Investment Acumen?

• Goal setting for short and long term
• Live with opportunity cost
• Investments and assets on the risk spectrum

3. Move Your Investment Life Forward

• Investment accounts and tools
• Define and optimize your strategy
• Allocating your money
• Budgets: Save and grow
• How to select an advisor

4. Read Your Statements and Measure Progress

• Understand account statements
• Track progress vs. goals
• Track progress vs. indices and public data

5. Stay on Track: What Are Your To-Dos?

• Calculate fees: Follow the money
• Annual investing to-dos
• Revisit your property strategy
• What to do in a downturn?
• Keep your advisor or money manager relationship fresh

Conclusion

• Next steps