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OSHER LIFELONG LEARNING INSTITUTE

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OLLI at SOU > Catalog/Register > In-person Courses

Fundamentals of Investing   

In this mostly lecture course, we’ll cover the basics of stocks, bonds, real estate, and alternative investments before moving on to address how to combine various asset classes into a diversified portfolio. Investment vehicles such as mutual funds and exchange traded funds will also be discussed, as well as passive versus active investing, market timing, investor behavior, socially responsible investing, and tax considerations. While no specific stocks, bonds, funds, or other means to invest will be recommended, by the end of the course students will have the tools to either do their own investing or to be able to evaluate what their advisor is doing. No prior investing experience is required; there will be some class discussion and home assignments.
 

  • Fundamentals of Investing – In-Person
  • Item Number: W25LIFE122A
    Dates: 2/11/2025 - 3/4/2025
    Times: 1:00 PM - 2:30 PM
    Days: Tu
    Sessions: 4
    Maximum Enrollment:  34
    Seats Available:  14
    Building: Campbell Center
    Room: Room C
    Instructor: Kenji Bleicker
    In this mostly lecture course, we’ll cover the basics of stocks, bonds, real estate, and alternative investments before moving on to address how to combine various asset classes into a diversified portfolio. Investment vehicles such as mutual funds and exchange traded funds will also be discussed, as well as passive versus active investing, market timing, investor behavior, socially responsible investing, and tax considerations. While no specific stocks, bonds, funds, or other means to invest will be recommended, by the end of the course students will have the tools to either do their own investing or to be able to evaluate what their advisor is doing. No prior investing experience is required; there will be some class discussion and home assignments.
 

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