Investment 101: Basics to Investing and Building a Diversified

Investment 101: Basics to Investing and Building a Diversified

In this introduction to investments class, participants will understand the difference between cash, stocks, bonds, and real estate in their investment portfolio and how to invest in these different assets. They will learn how to prioritize building a cash fund and investing in retirement and taxable investment accounts. Finally, they will understand how to build a diversified portfolio to balance long-term returns with risk.