Advanced Investing
Introduce advanced investment tools responsibly.
Course Lessons
Portfolio Construction and Asset Allocation
Learn how to build diversified portfolios across stocks, bonds, cash, and other assets, and how to align your allocation with time horizon, goals, and tolerance for risk and volatility.
Alternative Investments
Get a high-level, educational overview of alternative investments such as private equity, hedge funds, real estate, and commodities, including potential roles, risks, and considerations.
Tax-Efficient Investing Strategies
Explore high-level principles of tax-efficient investing, including asset location, basic tax-aware withdrawal ideas, and concepts like tax-loss harvesting—all in an educational, non-prescriptive way.
Rebalancing and Portfolio Maintenance
Learn how and why investors rebalance portfolios, what triggers they might use, and how to maintain an allocation over time through market ups and downs in an intentional way.
Working with Financial Advisors
Learn how to evaluate different types of financial professionals, understand fee structures and standards such as fiduciary duty, and decide what kind of relationship, if any, fits your needs.