In this mostly lecture class, 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. At the end of the class students will have the tools to either do their own investing or be able to evaluate what their advisers are doing. No prior investing experience is required. Expect some class discussion and home assignments.
NOTE: The content provided in this class is for general informational and educational purposes only. It is not intended to provide specific financial, investment, tax or legal advice.
