Wall Street Bootcamp
This fast-paced course covers the fundamentals of investing. Appropriate for beginning as well as experienced investors, learn how to allocate assets, research investments online, pick appropriate securities, and monitor performance. We’ll cover mutual funds and ETFs and distinguish their advantages and disadvantages, and discuss how to successfully build diversified equity and fixed-income portfolios. We’ll consider the pitfalls of Target Retirement Funds as well as the risks inherent in Bond ETFs and Bond Mutual Funds. Develop skills as amateur “equity analysts,” and learn how to assess the performance of a professional mutual fund manager or advisor.
Michael Stern
Michael Stern is chief investment officer of Arlington Investment Advisors, a financial planning and investment advisory firm in Arlington. He is an Arlington Town Meeting member, sits on the Board of Directors for the Arlington Chamber of Commerce, and is the father of two children.
TFC-Wall Street Boot
Online registration is overInstructors:
- Michael Stern
| Date | Time | Location |
|---|---|---|
| Tue, May 28th 2024 | 7:00 - 8:30 PM | Arlington High School |
| Tue, Jun 4th 2024 | 7:00 - 8:30 PM | Arlington High School |
| Tue, Jun 11th 2024 | 7:00 - 8:30 PM | Arlington High School |