| # |
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
|
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
|
Link
| 3 |
Feb 19th |
- Current State of the Markets
- Bonds
- The Basics - What is a Bond? How does it work?
- The yield curve
- Equity Risk premium
|
Rajeev Vaidya
Ron Materniak |
Link
|
Link
| 4 |
Feb 26th |
- Current State of the Markets
- Economic Outlook by Robert Fry - Robert Fry Economics LLC
|
Rajeev Vaidya
Ron Materniak |
Link
Dr. Fry's charts
|