Investment Academy


Want to add some savvy to your investment portfolio? We can help.

Our Investment Academy seminars show you, the private investor, how to plot a sound investment strategy. This is an area where you can never learn too much - our recent economic swings are evidence of that. While we can't guarantee success, we can help you build the skills you need to be prepared for wherever the market is headed.

What you'll learn

Throughout the series of seminars, you'll learn basic investment practices, behavior management and how to avoid common mistakes. The result? More confidence, and the ability to judge the soundness of your investment strategy - even when it's presented to you by a financial advisor.

Seminar 1 - The Tools


Foundation concepts, instruments, account types and building a basic portfolio.
  • Compound interest, inflation, interest rates, measuring investment returns and risk
  • Fundamentals of stocks, bonds, mutual funds, exchange traded funds, REITs, hedge funds, private placements and limited partnerships, annuities and life insurance
  • Basic portfolio building strategies – diversification, correlation, modern portfolio theory and its drawbacks

Seminar 2 - The Rules


The Government's role in your investing and financial management.
  • Taxation of income and investments
  • Estate taxes
  • Common errors and preventive measures

Seminar 3 - The Methods


An inventory of the techniques and tools used for successful investing.
  • Principals of portfolio design
  • In-depth discussion of multiple strategies in trading and portfolio design
  • Inventory of investment strategies and techniques (options, shorting, leverage, etc.)
  • Goal: remove the mystery, identify appropriate strategies and avoid bad ideas

Seminar 4 - The Environment


How external factors influence your investment outcomes, including interest rates, inflation/deflation, deficits, stock market trends, etc.
  • A detailed discussion of secular market cycles and their indicators
  • A demographic and economic comparison of past market cycles
  • Interest rate trends, deficits and debt
  • The dominant trends of the decade ahead

Seminar 5 - The Mind


The DOMINANT factor in investment success.
  • Classic investor behavioral errors and how to avoid them
  • Savvy investor behavioral traits and how to develop and nurture them
  • How to apply your new knowledge to form a strategy appropriate to your situation
  • Which alternative tools and strategies are right for you, now
  • How to build a financial plan, evaluate a manager or choose an advisor

How to get started:

Register now via email or call 425.709.5467. Space is limited!