Index Investment Course

Introduction

Introduction to the course - Table of contents

About the authors

Bill Holliday, CFP & Ivan Sanchez

Why invest?

Why invest introduction

Why invest? - Benefits of savings & time value of money

Retirement - Retirement Factors, 4% Rule & Savings vs Retirement Age

Benefits of an investment account

What to invest in?

Introduction on What to invest in?

What is a stock?

What is a bond?

Expected Return

Index Investing

Exchange Traded Funds / Mutual Funds

Portfolio Construction

Target Date Funds

Three Fund Portfolio

Types of accounts

Types of accounts introduction

Types of accounts

Where and how to invest?

Where and how to invest? - Introduction

Where to invest?

Financial Planning

Financial planning introduction

Financial planning / Debt

Long term thinking

Account maintenance

Considerations if looking for an advisor

Sustainable, Responsible, Impact Investing (SRI)

What is SRI and how does it work?

Summary

Summary of the whole course content

Definitions

Definitions on the course therminology

Resources

Useful information and tools

Thank you

A thank you video from the author

Bill Holliday, CFP & Ivan Sanchez

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