Money Basics: Introduction to Investing

Investing for retirement and other goals is an important part of adulting. It can be daunting. This class provides an overview of ways to invest in the stock market. Join our BetterInvesting Houston Directors, all experienced investors, for this informative session.

We start with important foundational concepts, such as compounding returns, market volatility, and diversification. Investing through mutual funds and ETF’s is discussed. Actively managed and passively managed investing styles are explored with their fees and costs.

Finally, we cover directly investing in stocks, following BetterInvesting’s proven principles. (While we are covering the principles, we will not be analyzing any individual stocks in this class.)
This beginner’s overview is offered live so all questions can be answered in real time. There will not be a recording but support material is provided.
Early Bird Price is $10 per student if registered before January 25, 2025. (Cost then rises to $15 per student).

In the series we will guide you through the following questions:

• Why should I invest?
• Why do compounding returns matter to my success?
• What are active and passive investment management?
• How do fees impact my return?
• What does it mean to diversify my portfolio?
• Can I beat the market?
• What is BetterInvesting’s Methodology for investing in individual stocks?

This series is limited to a small number of students to encourage interaction.

Join us in February to ground yourself in this important topic. This class is suitable for beginners and those who want to brush up on basic concepts. Bring your curiosity!

BetterInvesting membership is NOT required to attend.

This class is a fundraiser for the nonprofit BetterInvesting Houston Chapter. The chapter uses the proceeds for chapter programming, education, and outreach programs. By signing up for the class you are helping yourself and your fellow investors.

This class is a prelude to The Beginner's SSG Bootcamp, which takes you through BetterInvesting’s Stock Selection Guide (SSG) step by step, over three consecutive Saturdays begining February 22, 2025. We go through the SSG using real companies and using hands on exercises. Support resources such as Value Line, Morningstar Premium, and ManifestInvesting.com will be demonstrated live within the series.

To learn more on the Beginner’s SSG Bootcamp timing and cost, visit our website at: https://www.betterinvesting.org/chapters/houston

If you have any questions or would like to schedule another class, contact [email protected]

A waiting list will begin after 20 students are enrolled. Register early to ensure your spot. After you register you will receive instructions from BI Houston Education on how to access the class.

Join us as we learn together!

Host or Publisher BetterInvesting Houston Chapter