F1: Financial and Investment Basics

The investment landscape can be very dynamic and ever-evolving, but those who take the time to understand the basic principles as well as the different asset classes stand to gain significantly over the long haul. Stocks tend to have higher yields than bonds, but also greater risks. How does one determine risk tolerance? With an enormous variety of possible assets to add to a portfolio, investing can be a daunting prospect for beginners. Investment specialists recommend diversifying one's portfolio, but what does that actually mean? Investment education is essential – as is avoiding investments that you don't fully understand.

Purpose: Learn about financial and investment basics

Facilitator: Stefan Contorno (Guest Presenter - Touchstone Wealth Partners)