Designed for novice investors who want to understand how to structure investment portfolios and longtime investors who want to sharpen their skills, this course helps you learn to manage investment portfolio risks and globally diversify your portfolio using U.S. stocks and bonds, foreign stocks and bonds, commodities, gold and real estate. Certified financial planner and registered investment advisor William Frisco examines how the following issues affect your income and growth portfolios: the threats to your bond investments if the Federal Reserve continues to raise interest rates, the turmoil in Europe and the emerging markets, the significant political uncertainties and the potential for a slowdown in global trade as a result of new trade barriers. Topics also include new tax legislation and tax proposals, the impact of these changes on your investment portfolios and important year-end tax strategies. This course can benefit you whether you oversee your own investing or work with an advisor.
- Index funds—How to analyze, compare to mutual funds and include in your investment portfolio: S&P 500, S&P mid-cap 400, S&P small-cap 600 and many others
- Investment portfolios for retirement and pre-retirement investors: methods to reduce risk and volatility
- Diversification to enhance your income portfolio
- Outlook for U.S. and foreign markets and the impact of new tax laws
- Asset allocation to preserve capital for balanced and growth investors: determining what is best for you
Rice University does not offer financial or investment advice. The intent of our financial planning and investment courses is to provide a general educational overview of the topics described. To determine the applicability of the course content to your personal finances and investments, and for specific advice pertaining to your personal financial situation, you should consult a financial advisor of your choosing.
A 10 percent processing fee will be subtracted from all refunds. Due to the high demand for courses, registrations are considered final as of 10 days prior to the class start date. No refunds will be issued after these dates and credits will not be given for future classes. No refunds will be granted for participants who miss a portion of a program. Refund requests before the deadline must be made in writing to firstname.lastname@example.org.