Rallie Academy – Investing Fundamentals
Investing basics in a bite-sized format
What You’ll Learn In Investing Fundamentals
Welcome!
- It’s Time to Rallie!
- Housing-keeping items
- How to use this course
Why you should invest
- Why you should invest
- Saving vs. investing
- What’s compound interest?
- Why invest now?
- Key takeaways + assignment
Things to do before investing
- Things to do before investing
- Create a budget
- Set financial goals
- Build an emergency fund
- Pay off (bad) debt
- Key takeaways + assignment
Asset classes and types of investments
- Asset classes and types of investment
- What’s an investment?
- What are asset classes?
- What are securities?
- Key takeaways
- Quiz
Buying and selling in a stock market
- Buying and selling in a stock market
- What’s a stock market?
- How do people make money in a stock market?
- What are capital gains?
- Key takeaways + assignment
Basic investing strategies
- Basic investing strategies
- Diversifying
- Dollar-cost averaging
- Buying and holding
- Key takeaways
Opening a brokerage account
- Opening a brokerage account
- What’s a brokerage account and broker?
- Navigating brokerage fees
- What’s a robo-advisor?
- How to choose a broker and open an account
- Key takeaways
Investment accounts and reducing fees
- Investment accounts and reducing fees
- Investment accounts
- Registered Retirement Savings Plan (Canada)
- Tax-free Savings Account (Canada)
- Registered Education Savings Plan (Canada)
- Individual retirement accounts (U.S.)
- 529 savings plans (U.S.)
- Taxes on capital gains (Canada
- Taxes on capital gains (U.S.)
- Key takeaways + assignment
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