Join Jane Barratt for an in-depth discussion in this video The spectrum of investing, part of Managing Your Personal Investments.
- Just like there's many asset classes…where you can put your money,…which as a pro tip,…asking investors how they diversify across asset classes…is a pretty great way to start a conversation.…There are many ways to get started…in the actual buying process.…One thing that's important to know when you're getting…started with opening investment accounts,…is that there's no one right way to start.…It's up to how comfortable you are…with the different options.…And if you talk to very wealthy people,…a great thing that they can teach you,…is that diversification is key.…
They will have different types of accounts…for different purposes.…For example, they may have an investment banker…that manages family money with the goal of long-term growth,…a retail brokerage to make investments on their own…for shorter-term gains,…an adviser that manages their college funds, and trusts…for future generations,…and a low-cost online advisor to get…their kids started right.…The main types of accounts available are:…wealth management accounts,…
Author
Jane Barratt
Released
11/16/2015Jane is the founder of GoldBean, an online investing platform that helps first-time and experienced investors alike take their investments into their own hands. In this course, she shares her investment strategies with you. She breaks down the market into its five basic building blocks—cash and equivalents, stocks, bonds, funds, and insurance products—and the different vehicles where you can invest these building blocks. She also covers topics such as the importance of a balanced portfolio, understanding and managing your risk, identifying value in the market, and building your "money muscles" over time. Plus, learn how to calculate the rate of return of a portfolio vs. general market performance. Last, Jane outlines the options for DIY investing, when it makes sense to work with an advisor, and how to avoid costly investment fees.
- Why should you invest?
- Understanding compound interest
- Comparing stocks, bonds, and funds
- Managing risk
- Building a portfolio
- Finding where to invest money
- Working with a financial advisor
Skill Level Intermediate
Duration
Views
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Introduction
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Welcome1m 31s
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1. Why Invest?
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Buying options in life3m 58s
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Time value of money5m 46s
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Compound interest3m 51s
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Tax benefits4m 57s
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2. What Is Investing?
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Guideposts2m 55s
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Goals3m 49s
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Cash and equivalents3m 15s
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Bonds4m 37s
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Stocks5m 3s
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Funds4m 54s
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Insurance products3m 34s
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3. How Do I Invest?
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Managing risk3m 31s
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Identifying value3m 31s
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Building money muscles3m 48s
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Measuring your progress4m 3s
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4. Where Do I Invest?
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The spectrum of investing4m 12s
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DIY options4m 29s
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Advisor options4m 6s
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New player options3m 39s
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Conclusion
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Video: The spectrum of investing