Investment Basics

This class was requested by a MTP student at the May 2024 Curriculum Kick-off. He noted that his wife and other older women are too dependent on their husbands to make investment decisions and need a basic investing class. While many people start investing during their working years, some “newbie” investors are older adults, often widowed and divorced people who deferred investment decisions to others for decades.

This class will provide a basic introduction to investing for late starters. Topics to be covered include investment terminology, investment risks, stocks, bonds, mutual funds, exchange-traded funds, investment fraud, and investor resources.