Start investing confidently today. Learn everything you need to know to set yourself up for investing success.
What you'll learn:
- Investing fundamentals, including stocks, bonds, asset allocation, diversification, and more
- How to actually get started investing, from opening your first investment account to choosing your investment portfolio
- What to do when the market goes down and how to make the most of market losses
- Real-life example walkthrough of investments to take you beyond the theory to taking action
- How you and your goals should affect your investment choices
- What ongoing maintenance you should consider, such as rebalancing and tax-loss harvesting
What you'll get:
- Over 2 hours of comprehensive video lessons on investing
- 6 months of access to the course program
- Biweekly office hours to ask questions live
- Discount to work with Sarah on ongoing basis
- Weekly check-in touchpoints
This course is not investment advice, and is meant to be educational only. Students signed up for this course are not clients of Momentum Financial Planning LLC.