Developing Investment Acumen

Introduction

• Start investing
• Get an investment mind-set

1. Investing for Life

• How investing buys options
• Manage your risk over time
• Self-directed or managed account?

2. Why Build Your Investment Acumen?

• Goal setting for short and long term
• Live with opportunity cost
• Investments and assets on the risk spectrum

3. Move Your Investment Life Forward

• Investment accounts and tools
• Define and optimize your strategy
• Allocating your money
• Budgets: Save and grow
• How to select an advisor

4. Read Your Statements and Measure Progress

• Understand account statements
• Track progress vs. goals
• Track progress vs. indices and public data

5. Stay on Track: What Are Your To-Dos?

• Calculate fees: Follow the money
• Annual investing to-dos
• Revisit your property strategy
• What to do in a downturn?
• Keep your advisor or money manager relationship fresh

Conclusion

• Next steps