How to Successfully Invest
Learning Objectives
Upon completion of this comprehensive and engaging course, you will be able to:
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- Differentiate between saving versus investing
- Review the historical performance of key asset classes (cash, stocks, bonds, real estate, private equity, cryptocurrency, and others)
- Compare high-yield savings accounts (HYSA), money market funds (MMFs), certificates of deposit (CDs), and treasury bills (T-Bills)
- Describe the 3 key U.S. stock market indexes (S&P500, Dow, and Nasdaq)
- Differentiate between exchange-traded funds (ETFs), mutual funds, and hedge funds
- Review 401K, 403b, Traditional IRA, and Roth IRA retirement accounts
- Choose a brokerage firm and investment style (growth, value, blend)
- Successfully open, fund, and manage a self-directed brokerage account
- Implement investment strategies such as dollar-cost averaging (DCA) and lump-sum investing (LS)
- Differentiate between short-term versus long-term capital gains
- Identify and measure the success of your short-, medium-, and long-term investment goals
- Define key investment-related terminology such as Compound Interest, Bear Market, Bull Market, Diversification, Market Capitalization, Dividend, Expense Ratio, and Beta
Instructor
Danial Khan, MBA serves as Financial Wellness Program Manager at Stanford University. He completed two Master’s degrees in Business Administration and Social Work (MBA/MSW) at the SUNY University at Buffalo. He is a Certified Financial Social Worker (CFSW), with expertise and experience helping people understand their relationship with money, promote positive behavior change, and improve outcomes for financial well-being. He previously served as an AmeriCorps service member at the University at Buffalo to build and manage their first Financial Wellness Program. Danial provided one-on-one financial coaching, interactive and educational workshops, and partnered with schools, departments, and student groups on-campus to market and expand the program’s impact, in service to the institution’s 30,000+ students. With regards to accolades, he served as a Social Impact Fellow with Habitat for Humanity Buffalo and was appointed as Buffalo’s City Leader by Skate for Change, a not-for-profit organization empowering people experiencing homelessness.
9888 Windy Hollow Rd
