Investment Courses:
Asset Allocation and Portfolio Tools – The asset allocation and portfolio tools are organized into modules as part of a course so you can easily track your progress as you develop your own asset allocation.
Understanding Investment Conditions – This seven part course will help you understand the importance of investment conditions in managing your portfolio. It also provides a close look at the monthly investment conditions report.
How To Invest In Bonds – a twelve part course on fixed income that continues to be expanded with additional lessons.
Individual Audio and Video Lessons
How Dividends and Their Growth Rate Equal Total Return – asset allocation, REITs, dividends
What Are Market Internals? – trend, momentum, sentiment
Why Stock Valuations Are Important, But Not Perfect Predictors of Stock Performance – stocks, valuations, momentum, cyclically-adjusted P/E ratios
Purchasing Manager Indices (“PMI”): What Are They and Why Are They Important – PMI, economic leading indicators, GDP
What Are Levered ETFs and What Are The Risks – ETFs, leverage
VIDEO: How To Analyze Monthly Employment Releases – employment, economic data, BLS
What Are Managed Futures and What Are The Risks – futures, commodities, active management
What Are The Expenses In Investing In ETFs Versus Funds – ETFs, mutual funds, expense ratios
What Comprises Mutual Fund Fees And How High Are They – mutual funds, expense ratios
VIDEO: How To Analyze GDP Data – gross domestic product, economic growth, economic data
What Is The VIX Volatility Index – VIX, options, contango, volatility
A Trend Following Strategy That Outperforms – trend, moving averages, stocks, bonds, gold
What are GICs and Stable Value Funds – guaranteed investment contracts, stable value funds, insurance companies
How Bond Supply Impacts Interest Rates – bond supply, interest rates
What Are Stop Losses and How Are They Used – stop losses, trading, investor emotion
Average Stock Market Losses During Bear Markets – stock market returns, bear markets
Equity REIT Fundamentals – real estate investment trusts, valuations, equity reits
What Drives Equity REIT Returns – real estate investment trusts, mortgage REITs, equity REITs, cap rates
Public REITs versus Private Real Estate – real estate investment trusts, private real estate, MLPs, timber REITs
What Is Home Country Bias And Why Does It Exist? – home country bias, stocks, bonds
What Would Happen If Greece Exited the Eurozone – Greece, Eurozone, economics, sovereign debt, currencies, trade
Use of Active Bond Funds – bonds, mutual funds, ETFs, active versus passive
How Have Bonds Performed Prior To And After The First Federal Reserve Policy Rate Hike – bonds, interest rates, central banks
The Powerful Impact of Momentum – momentum, stocks, investment performance
When Should You Use A Professional Financial Advisor – financial advisors, advice, accountant, financial planner
Should You Buy Insurance or Self Insure – The Case For Long-term Care Insurance – insurance, risk management, health
2014 Market Review – stocks, bonds, investment performance
An Introduction To Private Capital – private equity, venture capital, private real estate, timber, limited partnerhips
How Detailed of Performance Records Should You Keep – investment performance, account records
Taxes and Investing – taxes, tax-efficiency, investing, investment performance
What Is Going On With Oil Prices? – oil, commodities, supercycle, master limited partnerships, futures
U.S. Stocks in the 5th Year of the Decade Have Always Been Positive – stocks, seasonality, historical returns, presidential cycle
An Introduction To Master Limited Partnerships – MLPs, commodities, oil, energy
Seasonality and Stock Returns – stocks, seasonality
Are Pension Plans A Dying Retirement Model – pensions, retirement
Audio Packs
In the early days of the Hub, the audio lessons were shorter so I would combine several audio lessons into one larger audio file. These Audio Packs are just repeats of the audio lessons listed above.
Audio Six Pack 1: Pensions, Oil, MLPs, Seasonality and Taxes
Audio Six Pack 2: Performance, Momentum, Private Capital, Insurance and Professional Advisors
