Stocks, Bonds & Mutual Funds
The Basics of Investing
Location: Colonie
Overview: Learn the basics of investing in stocks, bonds - the
cornerstones of any solid investment plan. The goal of this class is to begin or
improve your portfolio, cut losses and extend gains in today's tricky investment
environment.
Topics: understand how the industry operates by learning what happens
when investments are bought and sold • advantages and disadvantages of
stockbrokers, discount brokers, and telephone traders (like Fidelity)
• commissions and fees involved • pros and cons of tax-free and tax-deferred
investments • US Government bonds • money markets • insurance annuities •
principles of asset allocation • investing depending on age, objectives, income
and comfort with risk
Instructor: Paul Ward, Certified Financial Planner and Chartered Life
Underwriter, has over 24 years investment advisory experience. He is Associate
Vice President of the local branch of a major Wall Street trading house.
| Course Fee: $35 |
Members: $25 |
|
| Couples: $55 |
Member Couples: $45 |
|
|
|
Upcoming Class Schedules |
|
None Scheduled Call 452-2675 For More Info |
|
