- $27
How to Research and Pick Index Funds
- Webinar
- Started Apr 26, 2023 at 8:00 PM EDT
Let's make sense of your investing options!
You understand the preference for index-style funds.
You appreciate that they provide an opportunity to build a sleek, low-cost, passive, and diversified strategy. But, you're still a bit fuzzy on how to research and pick them on your own!
In this workshop, I will talk you through the steps to researching and picking your own index fund investments.
Here's What We'll Cover:
- The difference between mutual funds and ETFs — and where "index" fits into the mix
- The three things to look for in a fund
- Tools for analyzing funds
- What people get wrong and what to avoid when picking funds
- How to build a complete strategy with index funds
Whether you have a retirement account through work or you're doing it on your own — this workshop is for you!
The same principles apply whether you are choosing between investment options held inside of your workplace plan (like a 401k or 403b) or are starting from scratch (within an IRA or any other account type).
I'll take us on both journeys! Including instructions and visual aids!
Meet Your Teacher!
Because I'm not just another #finfluencer!
Hi, I'm Amanda! You may know me as @dumpster.doggy on the internet.
My business is called Invested Development, and my aim is to make investing education accessible and fun. If you have felt left out of important conversations about money and investing, my work is for you!
After graduating with degrees in economics and communications, I went to work in investment management. I did this for about 6 and a half years. My primary role was called "investment counselor;" I was the person in direct communication with our high-net-worth clients, relaying portfolio strategy and answering all investing-related questions, on the spot, every day. To do this, I earned my Series 65 license, which is legally required for anyone acting as an investment adviser and providing recommendations.
But helping rich men get richer? Yeah, that was never going to be my life's calling. And now, with my business, Invested Development, I've taught over 20,000 students—mostly women—how to invest.
Hi, I'm Amanda! You may know me as @dumpster.doggy on the internet.
My business is called Invested Development, and my aim is to make investing education accessible and fun. If you have felt left out of important conversations about money and investing, my work is for you!
After graduating with degrees in economics and communications, I went to work in investment management. I did this for about 6 and a half years. My primary role was called "investment counselor;" I was the person in direct communication with our high-net-worth clients, relaying portfolio strategy and answering all investing-related questions, on the spot, every day. To do this, I earned my Series 65 license, which is legally required for anyone acting as an investment adviser and providing recommendations.
But helping rich men get richer? Yeah, that was never going to be my life's calling. And now, with my business, Invested Development, I've taught over 20,000 students—mostly women—how to invest.
FAQ
Q: I can't make it at that time. Should I still sign up?
A: Yes. I always provide the recording that you can watch on your own time.
Q: I'm not in the US. Does this apply to me?
A: I will be teaching using US banks and examples. That said, the lessons transcend; you would just have to be extra clever and apply those lessons to the tools available where you are.
Q: I am already an Invested Development course student. Should I take this workshop?
A: All of this information is sprinkled throughout the ID course. You don't need to take this workshop. That said, you might find it to be a useful refresh. I always try to add new information and ways of thinking. And the more we practice having these conversations, the better we understand. Up to you!