David Savage, CFP® is currently teaching classes at Southern Oregon University’s Osher Lifelong Learning Institute (OLLI)
Current Course Offerings:
Inside Wall Street
This is a previously taught course with new content. What you don’t know about Wall Street can hurt you. In this lecture/discussion class we’ll explore the history of Wall Street, how Wall Street firms make money, how stock brokers are licensed and regulated, deceptive practices used by brokers, hidden fees in mutual funds, why annuities are oversold, the four kinds of financial advisors (and how to choose an advisor), the 2008 crisis, some recent scandals, current reform efforts, and more. With the national elections just around the corner, this class will leave you better informed.
Fundamentals Of Investing
This is a previously taught course with new content. In this lecture/discussion class we will cover the basics of stocks, bonds, real estate, and alternative investments before moving on to address how to combine various asset classes into a diversified portfolio. Investment vehicles such as mutual funds and exchange-traded funds will also be discussed, as well as passive vs. active investing, market timing, investor behavior, rebalancing, and tax considerations. At the end of the class students will have the tools to either do their own investing or to be able to evaluate what their advisor is doing.