Fin 301U Introduction to Investing

Investing is a means to help you meet specific financial goals, such as retirement, purchasing a house, or starting your own business. This class will introduce you to investing and help you understand the types of investment options available, their risks and returns, and how to create appropriate holistic investing strategies based on your investing goals. As part of a holistic strategy, the class will review such topics as tax efficient options, 529 plans, and 401k plans. This class will also introduce a basic understanding of various investment options including, but not limited to, mutual funds, ETFs, stocks, bonds, and cash. This class will discuss the various approaches for acquiring these investments. This will include a view of the impact of behavioral economics on investing as well as how technology is changed investing.