Basic Investing and Beyond

Basic Investing and Beyond (Macomb)

In this class you will gain an understanding of the different types of investment options that are available to you, how to create an asset allocation strategy, and what the income tax related issues are depending on investment type. Additionally, you will review historical investment performance data, learn investment options for IRA’s, Roth IRA’s, HAS’s, and 401(k) plans, and determine what to look for in a financial advisor. Instructor is Rich Imhoff.