| # |
Date |
Topics |
Speaker |
Link to Notes |
| 1 |
Feb 5th |
- Class Introduction
- Investor Survey and profile
- The Basics
- What is different in investing in Retirement?
|
Rajeev Vaidya
Ron Materniak |
Link
|
| 2 |
Feb 12th |
- Current State of the markets
- What does 2025 bring?
- Fundamental Analysis
- Technical Analysis
- Sectors of interest
|
Rajeev Vaidya
Ron Materniak |
Link
|
| 3 |
Feb 19th |
- Current State of the Markets
- Bonds
- The Basics - What is a Bond? How does it work?
- The yield curve
|
Rajeev Vaidya
Ron Materniak |
Link
|
| 4 |
Feb 26th |
- Economic Outlook by Robert Fry - Robert Fry Economics LLC
|
Rajeev Vaidya
Ron Materniak |
Dr. Fry's charts
|
| 5 |
Mar 5th |
- Current State of the Markets
- Bucket Investing
|
Rajeev Vaidya
Ron Materniak |
Link
|
| 6 |
Mar 12th |
- Current State of the Markets
- Managing Risk
|
Rajeev Vaidya
Ron Materniak |
Link
|
| 7 |
Mar 19th |
- Current State of the Markets
- Deep Dive into ETFs - Part 1
|
Rajeev Vaidya
Ron Materniak |
Link
|
| 8 |
Apr 2nd |
- Current State of the Markets
- Deep Dive into ETFs - Part 2
|
Rajeev Vaidya
Ron Materniak |
Link
|
| 9 |
Apr 9th |
- Current State of the Markets
- 5 Steps of Disciplined Buying
|
Rajeev Vaidya
Ron Materniak |
Link
|
| 10 |
Apr 16th |
- Current State of the Markets
- You only make money when you sell
|
Rajeev Vaidya
Ron Materniak |
Link
|