The Nuts and Bolts of Self-Directed Investing

Focused View

Mark Gawley

6:02:20

17 View

1 - Assets Accounts and Alpacas

1 - An Overview of a Plethora of Asset Classes.mp4

19:45

1 - Assets Products and Accounts.html

2 - Broadly Diversify into Mutual Funds and Exchange Traded Funds.mp4

17:44

2 - Mutual-Funds-and-ETF-Resources.pptx

3 - Opening your Own Offshore Tax Haven Account.mp4

19:05

3 - Tax-Friendly-Accounts.pptx

2 - Execution Execution Execution How to get Started and How to Keep Momentum

2 - Investment Preparation and Execution.html

4 - A Helpful Questionnare to Guide your Planning Decisions.txt

4 - Take our your Notepad Were Creating an Investment Plan.mp4

16:14

5 - Investment-Planning-Case-Study-with-Daniel.pdf

5 - Straight Execution.mp4

16:11

6 - Walking onto the New York Stock Exchange Floor.mp4

16:18

6 - Wealthsimple Sign Up.txt

3 - Bulls Bears Bots Bubbles Understanding the Stock Market

7 - A History of Human Evolution Obsessed by Greed and Ingenuity.mp4

17:16

7 - A-History-of-What-Greedy-People-Can-Accomplish.pdf

7 - Check that your Broker is Covered by CIPF.txt

8 - The Players of the Most Exciting Game on Earth.mp4

17:58

9 - The Good The Bad and The Damn Ugly.mp4

19:31

9 - WTF Happened in 1971 Charting the Growing Inequality.txt

4 - The Sophisticated Investor Reading Charts Newspapers and Financial Statements

4 - The Sophisticated Investor.html

10 - Fear and Greed Index A Market Barometer.txt

10 - How the Stock Market Works like a Drunken Sailor.mp4

19:48

11 - The Best Source for Technical Analysis used in this video.txt

11 - The Mans Horoscopes Reading the Charts.mp4

19:21

12 - BackTest your Portfolio Ideas to see their Historical Returns.txt

12 - Fantastic Resource for Stock Market News and Screening Good Stocks.txt

12 - So You Think You Found a Good Stock.mp4

16:10

12 - The-Alpha-Sustainable-growth-portfolio.pdf

13 - Sound Smart with Financial Jargon.mp4

18:49

13 - Your Single Best Source to Continue your Investing Knowledge.txt

5 - The Exciting Topics Options Trading Cryptocurrencies Booms and Busts

5 - FINAL QUIZ.html

14 - Continued Learning FOR FREE with the Chicago Board Options Exchange.txt

14 - Lose It All with Options Trading.mp4

16:22

15 - Coinbase The Best Crypto Online Brokerage Platform In my Opinion.txt

15 - Fantastic InDepth Crypto Research provided by Andreesen Horowitz.txt

15 - Following the Crypto Prices and News.txt

15 - Hacks Fraud Rugpulls and the Future of Money with Cryptocurrencies.mp4

28:58

16 - A Brief History of Financial Bubbles.txt

16 - The Mania That Lasted Over 400 Years.mp4

20:49

17 - Government Inquiry on the 2008 Financial Crisis 633 pages.txt

17 - The Everything Bubble.mp4

26:05

18 - Gamestop Congressional Inquiry.txt

18 - Gamestop Wont Stop.mp4

18:06

18 - WallStreetBets TopAllTime Posts See the Drama that still Tops History.txt

19 - Predicting the Future.mp4

17:50

Description

Discussing 2008, Gamestop, Cryptocurrencies & Options on a Journey towards Learning how to Invest, Simply, By Yourself.

What You'll Learn?

Create an investment plan and execute effectively
Identify market opportunities and timing of your investments
Understand the history of the stock market
Complex Subjects: Dabbling with Crypto and Options Trading
Did I mention the '08 Financial Crisis and Gamestop? We're going to discuss it!

Who is this for?

Beginning Finance Professional that wants to gain a more nuanced understanding of the discipline

Anyone that wants to take control of their own financial planning

What You Need to Know?

No financial background necessary.

More details

Description
It's 3 pm on a February afternoon and your bank calls you, "Have you made your RRSP contribution for the year? Mr. Smith, I'd like to help you earn 10 %/year and reduce your taxes by opening a new account. Can I book you in for an appointment next Monday?"
I've made that phone call before; I understand your hesitations - maybe you think these returns aren't realistic, the fees are too high, you wonder if I have a conflict of interest, I can't possibly understand your situation - and it all seems too complicated.
Forget about the banks managing your money - you can do it better yourself.
That's where this course comes in.
During this course, we will begin a journey learning all the basics and more about finance from the products (stocks, bonds, mutual funds) to the accounts (TFSA, RRSP, RESP, etc.) to open your first brokerage account and feel confident developing an investment plan and following through on it day in and day out.
What I hope you gain from this course is an excellent understanding of how to invest by yourself, understand the role that finance plays in the world, and develop the confidence to develop a plan and stick with it.
In addition, we're going to get excited about finance and you will learn how to engage in some intelligent discussions with your friends about stocks, crypto, options trading, gamestop, the 2008 financial crisis, developing an opinion on the Central Bank and the State of the Economy and so forth.
It will be fun, I promise, and the investment you make in continuous learning is the best you will ever make.
Taking this course will also pay you dividends for years to come!
By investing by yourself and not through a bank, you will have access to vast investment opportunities at lower fees, easily amounting to a 2% annual difference, which can translate to tens of thousands of dollars over your lifetime.
If you've made it this far, don't hesitate, sign up today and let's begin!
Who this course is for:
Beginning Finance Professional that wants to gain a more nuanced understanding of the discipline
Anyone that wants to take control of their own financial planning

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Investing

Mark Gawley

Instructor's Courses

I am a proud alumni of the University of Ottawa, taking a finance specialization from 2013-2017 and fortunate enough to complete a Certificate in Economics from Tilburg University in The Netherlands. Since completing school, I've been on a journey from working at Meridian and Kawartha Credit Union in mortgages and investments, and then a long list of other jobs: consulting, airport crew, tree planting, and bartending. All the while, I have stayed in tune to the world of finance and worked on a cryptocurrency project and tutored for years: I have been a TA at the University of Ottawa, tutored at St. Lawrence College, marked exams at Queens University and passionately teach about finance and economics to a variety of students around the world from Victoria to Nova Scotia, London and Beijing. Life is about adventure and continuous learning and I am so thankful we can take on this new journey together!

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