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Basics of Investing:

Reaching Your Financial Goals

New to investing? Don’t panic! This investing course is all about the basics: We’ll review important terminology and discuss how to approach defining your personal investment strategy. We’ll consider your goals, help you determine your tolerance for risk, and offer some tips for taking the plunge and getting started!

What you'll learn

  • Learn how to “talk the talk” by defining stocks, bonds, and mutual funds.
  • Understand how your goals can affect your investment choices.
  • Gauge how much risk you’re personally comfortable with

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Any third party resources or websites referenced are not under our control. We cannot guarantee and are not responsible for the accuracy of the resources, websites, or any products or services available through such resources or websites. While we hope the information in these materials are useful, it’s only intended to provide general education. It’s not legal, tax, or investment advice, and may not apply or be useful to your specific financial situation. If you need recommendations geared to your personal financial situation, schedule time with a financial planner.

The S&P 500 is a market-capitalization weighted index that includes the 500 most widely held companies chosen with respect to market size, liquidity, and industry. Ticker symbol is SPX. The Barclays US Aggregate Bond Index is a broad base index, maintained by Bloomberg L.P. since August 24, 2016, and is often used to represent investment grade bonds being traded in United States. Index funds and exchange-traded funds are available that track this bond index. You cannot invest directly in an index, which also does not take into account trading commissions and costs.