Investing Basics
Taught by Stephanie Genkin, CFP®, CFT-I™ CDFA®
Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor. Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began when she landed a gig at CNNfn and she's been hooked ever since. Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA) and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, MSN Money, AARP, and others) on personal finance issues.
Investing is the key to building wealth. Unless you win the lottery, inherit a lot of money or invent the next "big thing", it will be hard to have the kind of money you'll need one day to buy a house or retire if you don't invest your savings.
But more than half of millennials (ages 18-33) say they are "not very confident" or "not at all confident" in the stock market, according to a 2013 survey.
Putting your money to work in stocks and bonds is a matter of understanding basic principles.
In this class you will learn basic investing concepts including:
- risk vs reward
- asset allocation
- the power of compounding
- the value of time
- the need for diversification
This class is for anyone who wants to know more about how to invest in a 401k, 403b, IRA, or regular taxable account.
