The Fundamentals of Investing for Retirement Income
Lessons covering the fundamental concepts that form the foundation of any prudent investment management strategy. Whether doing it yourself, or hiring someone to do it for you, these are things your investment manager must know if you want it done right:
Now Available
Lesson 1: 6 Critical Mistakes Investors Make
If you, or your investment adviser, is making even one of these mistakes, your retirement plan is at risk, and your time at the Retirement Planning University will be time well spent. This course is intended to raise your awareness of the need for financial education and, hopefully, your commitment to becoming a better financial manager through the education offered through this site.
Lesson 2: 6 Things Every Investor Must Know
These are things that you won’t find in Money magazine, but that are essential for turning the odds to your favor. Whether you are managing your own portfolio, or paying someone else to do it for you, you owe it to yourself to sit through this lesson. It will open your eyes to some important facts and concepts, and make you a more intelligent investor.
Lesson 3: The Retirement Planning Process
Introducing a rational, proven, effective approach to retirement planning, including an overview of the factors that must be considered and the process that must be followed to develop a retirement plan you can count on.
Lesson 4: Defining Success and Failure in Retirement Investing
How to assess your investment choices based on a savvy understanding of what constitutes success and failure.
Lesson 5: Retirement Resources, Goals and Constraints
Identifying and defining the various factors that must be considered and how they fit into the overall retirement planning and management process.
Lesson 6: Understanding Investment Risk and Return
The role of investment risk and return in retirement planning and the importance of risk-efficient investing.
Lesson 7: How Diversification Really Works
The types of investment diversification and how to use them to your advantage.
Lesson 8: Asset Classes and Types – Diversification and Concentration
Defining types of investment assets and the roles they play in constructing a diversified portfolio.
Lesson 9: Organizing Your Investment Portfolio
Learn how to organize your portfolio – custodians, accounts and securities – for maximum efficiency, performance and ease of management.
Lesson 10: Managing Your Portfolio
How asset allocation works and how you can use it to successfully avoid risk and improve your odds of success.
Next Up
Lesson 11: Setting Investment Performance Expectations
The law of large numbers and its importance in setting reasonable expectations for your investment portfolio’s performance.
On Deck
Lesson 12: Managing Investment Costs
The types of investment costs and why they are so important to your long-term success.
Lesson 13: The Case for Index Investing
Why active money management is the “crack cocaine” of Wall Street and how to avoid it.
Lesson 14: Accounting for Inflation in Retirement Planning
Inflation risk and the role it plays in your planning, and your success.
Lesson 15: Managing Portfolio Liquidity
When, where and why to position cash in your investment portfolio.
Back to Home
Curriculum Navigator
