Introduction, Overview, and Risk versus Return
  • Welcome to Introduction to Investments!
  • What is an Investment?
  • An Overview of the Investment Universe
  • The Eternal Struggle of Risk versus Return
  • Short-term Investments: A Place to Park Your Money
Mutual Funds: Investments for the Masses
  • Mutual Funds: Investments for the Masses
  • Introduction to Mutual Funds: Investments for the Masses
  • Fees, Expenses, and Class Shares, Oh My!
  • Types of Mutual Funds - The Mutual Fund Scramble Sheet
  • The Great Debate: Passive Versus Active Management
  • Fund Families and a Sample Mutual Fund - "So How Do I Pick a Mutual Fund?!"
Introduction to Stocks
  • Introduction to Stocks
  • Introduction to Stocks - Historical Returns - Advantages and Disadvantages
  • The Stock Market
  • Stock Transactions, Transaction Costs, and Stock Quotes
  • The Differences between Brokers and Dealers / Market Makers
  • Stock Averages and Indexes, Volatility Re-examined
  • Stock Characteristics and Measurements
  • Types of Stocks, Growth versus Value, and Market Capitalization
  • Stock Investment Strategies
Fundamental Analysis: Valuation Models
  • Fundamental Analysis: Valuation Models
  • Introduction to Valuation Models
  • Dividend Discount Models
  • Discounted Cash Flow Model
  • The Value Line: All the Financial News That’s Fit to Print
Fundamental Analysis: Financial Statements and Ratio Analysis
  • Fundamental Analysis: Financial Statements and Ratio Analysis
  • Financial Statements & Ratio Analysis
  • Financial Statements and Ratio Analysis - Continued
Market Efficiency Theory: "Who Can Beat the Market?"
  • Market Efficiency Theory: "Who Can Beat the Market?"
  • The Efficient Market Theory, Bubbles/Manias, and Crashes/Panics
  • Investor Psychology, Active vs Passive Revisited, All Stars, and Famous Myths
Technical Analysis: Reading Squiggles on a Screen
  • Technical Analysis: Reading Squiggles on a Screen
  • Technical Analysis: Reading Squiggles on a Computer Screen
Introduction to Bonds
  • Introduction to Bonds
  • Introduction to Bonds, Bonds and Interest Rates
  • Types of Bonds, Bond Ratings and Quotes
Bond Prices and Yields
  • Bond Prices and Yields
  • Bond Yield Calculations
  • The Yield Curve and Bond Valuation
Hybrid Securities: Preferred Stock and Convertible Securities
  • Hybrid Securities: Preferred Stock and Convertible Securities
  • Hybrid Securities: Preferred Stock and Convertible Securities
Portfolio Diversification and Asset Allocation
  • Portfolio Diversification and Asset Allocation
  • Portfolio Diversification and Asset Allocation
Options Contracts
  • Options Contracts
  • Stock Options - Calls and Puts
  • Options Characteristics; The Break-even Point
  • Options Strategies; Covered Calls and Naked Puts
  • Employee Stock Options and Final Comments about Options
Futures Contracts
  • Futures Contracts
  • Futures Contracts
Buying on Margin and Selling Short
  • Buying on Margin and Selling Short
  • Buying on Margin
  • Selling Short
Hard Assets: Precious Metals, Art, and Collectibles
  • Hard Assets: Precious Metal, Art, and Collectibles
  • Hard Assets: Precious Metals, Art, and Collectibles
Cryptocurrencies and NFTs
  • Cryptocurrencies and NFTs
  • Cryptocurrencies and NFTs
Real Estate and Real Estate Investments Trusts (REITs)
  • Real Estate and Real Estate Investment Trusts (REITs)
  • Real Estate and Real Estate Investments Trusts (REITs)
Brokerage Firms, Account Types, and Annuities
  • Brokerage Firms, Account Types, and Annuities
  • Brokerage Firms, Account Types, and Annuities
Starting a Business: The Ultimate Investment
  • Starting a Business: The Ultimate Investment
  • Starting a Business: The Ultimate Investment
Bonus Lecture
  • Bonus Lecture