If you are looking to understand your investments better or get started with investing, this seminar is for you. Using a robo-advisor will also be covered in this seminar.
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Teri will discuss the pros and cons of each asset class: cash, bonds and stocks, and review their performance over time. For investors looking to manage their own money, Teri will cover the basics of building a portfolio using exchange-traded funds (ETFs) or mutual funds.
Topics covered in this presentation are:
1. Investment returns and risks of cash, bonds and stocks
2. What are ETFs and mutual funds?
3. The advantage of index funds
4. What are some easy do-it-yourself investing strategies?
Teri Courchene earned master’s degrees in economics and in education. In her first career as an economist, she was Director of Economic Research at a major bank. In her second career, Teri taught at her own small Montessori school for 10 years. More recently, she taught investing for 5 years at the University of Toronto School of Continuing Studies.
Her lifelong interest in teaching and her experience in the financial world come together in her current roles as a math tutor and a finance and investing coach.
Further Learning: Access LinkedIn Learning's courses on Financial Basics Everyone Should Know; Managing Your Personal Investments; Managing Your Personal Finance; Financial Adulting and Build Sustainable Wealth and Get Out of Debt .
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