In this class we demystify the basics of stocks, bonds, mutual funds, ETF’s and more. Our discussion includes market cycles and how each of these perform in up and down markets. We also talk about investment fees and how they affect your returns. The goal of this course is to give you critical thinking skills to help you make informed decisions.
Barbara Norman, CFP®, ChFC® CDFA® is the CEO of Sage Path Solutions, the Founder of The Women’s Financial Academy – a CA non-profit organization dedicated to education, and a member of Ed Slott’s Master Elite IRA Advisor program. Barbara has a tax background and has served in the financial services industry since 1986.