Education

Never learned Finance or Investing in school?  Start here!

In Finance 101 you’ll learn the fundamental terms and concepts used by professionals.  Why is a dollar today worth more than a dollar tomorrow? What is an annuity? What is a bond?  Why does stock have value?

In Finance 201 you’ll learn the fundamentals of investing.  What is the difference between passive and active investing?  How much should I put in my retirement a count?  What investments should I buy?  Why do interest rates affect valuations?