Jan 5, 2017 |
This 18 hour seminar/workshop will explain simple, successful investment techniques that historically have produced average annualized returns that outperform the market. There are no pre-requisites required to attend the class. Participants will perform in-class exercises where they will learn how to choose the best mutual funds and stocks for their Traditional & Roth 401K, IRA/Roth IRA, and Standard Brokerage Accounts. Spouse permitted to attend with active Union member registration. Retirees are not eligible. Registration Ends March 3. 3/13/17- Class 1: Introduction- Investment Plans The difference between Traditional 401K & Roth 401K. What are the advantages of tax-deferred investments? How do you make tax-free withdrawals after retirement? 3/14/17- Class 2: Mutual Funds and Index Funds Learn about Mutual Funds, their different types, and how to analyze Fidelity Funds in your 401K or IRA. The class also covers market trends and the best time to invest in stocks and bond funds. 3/20/17- Class 3: U.S. Steel Stock Method Learn how to get better returns investing in U.S. Steel Stock based on its cyclical pattern rather than just buy and hold. 3/21/17- Class 4: Sector Funds Learn how to choose and invest in the correct market sectors. This method has eclipsed all other mutual funds over the last 20 years. 3/22/17- Class 5: Stock Market Lingo and ETF’s Learn how to trade stocks using Market, Limit and Trailing Stop Orders plus how to Short Stocks. Different types of Exchanged Traded Funds and their investment advantages will also be covered. 3/28/17- Class 6: Widely-Held Stock & Portfolio Design Take advantage of undervalued stocks and mutual fund window dressing. Learn how to design a portfolio...
Aug 11, 2016 |
This 18-hour seminar/workshop will explain very low maintenance, successful investment techniques that historically have produced average annualized returns that outperform the market. There are no pre-requisites required to attend the class. Participants will perform in-class exercises where they will learn how to choose the best mutual funds & stocks for their Traditional & Roth 401K, IRA/Roth IRA & Standard Brokerage Accounts. October 3, Class 1: Introduction, Investment Plans October 4, Class 2: Mutual Funds and Index Funds October 10, Class 3: US Steel Stock Method October 11, Class 4: Sector Funds October 17, Class 5: Stock Market Lingo and ETF’s October 18, Class 6: Widely-Held Stock & Portfolio Design *Spouse permitted to attend with active Union member registration. Retirees are not...
Aug 11, 2016 |
This 18-hour seminar/workshop will explain very low maintenance, successful investment techniques that historically have produced average annualized returns that outperform the market. There are no pre-requisites required to attend the class. Participants will perform in-class exercises where they will learn how to choose the best mutual funds & stocks for their Traditional & Roth 401K, IRA/Roth IRA & Standard Brokerage Accounts. October 3, Class 1: Introduction, Investment Plans October 4, Class 2: Mutual Funds and Index Funds October 10, Class 3: US Steel Stock Method October 11, Class 4: Sector Funds October 17, Class 5: Stock Market Lingo and ETF’s October 18, Class 6: Widely-Held Stock & Portfolio Design *Spouse permitted to attend with active Union member registration. Retirees are not...
May 13, 2016 |
This 18-hour seminar/workshop will explain very low maintenance, successful investment techniques that historically have produced average annualized returns that outperform the market. There are no pre-requisites required to attend the class. Participants will perform in-class exercises where they will learn how to choose the best mutual funds and stocks for their Traditional & Roth 401K, IRA/Roth IRA & Standard Brokerage Accounts. This is a members-only class. Retirees and spouses are not eligible for this...
May 13, 2016 |
This 18-hour seminar/workshop will explain very low maintenance, successful investment techniques that historically have produced average annualized returns that outperform the market. There are no pre-requisites required to attend the class. Participants will perform in-class exercises where they will learn how to choose the best mutual funds and stocks for their Traditional & Roth 401K, IRA/Roth IRA & Standard Brokerage Accounts. This is a members-only class. Retirees and spouses are not eligible for this...
