Register Now for Spring Investing Classes In Ashland May 2017

David Savage, CFP® is currently teaching classes at Southern Oregon University’s Osher Lifelong Learning Institute (OLLI)
Current Course Offerings:

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.