Intro to Investing | Guest Lecture with Richard Coffin (The Plain Bagel) скачать в хорошем качестве

Intro to Investing | Guest Lecture with Richard Coffin (The Plain Bagel)

Richard Coffin CFA, CFP from The Plain Bagel joins Dr. Stephanie Zhou in the 2nd year Financial Literacy lecture at the University of Toronto. In this comprehensive lecture, they discuss the basics of investing and how to get started for beginners. 𝗧𝗼𝗽𝗶𝗰𝘀 𝗗𝗶𝘀𝗰𝘂𝘀𝘀𝗲𝗱: 0:00 - Intro 4:30 - Inflation & Why We Invest 5:36 - Saving vs. Investing 8:38 - Managing Risk 13:14 - Investment Types from Low to High Risk 13:28 - Cash & Cash Equivalents (Bonds, Debt) 17:46 - Fixed Income 23:00 - Stocks 26:23 - Alternatives (Private Equity, Cryptocurrency, Real Estate etc) 30:36 - ETFs, Index funds, Roboadvisors 34:35 - Mutual Funds, Portfolio Managers 38:05 - Investment Accounts 39:06 - TFSA 40:08 - RRSP 42:27 - FHSA 45:03 - RESP 46:56 - How to Purchase Investments 52:30 - Investing Pitfalls 1:02:26 - Resources 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: 1. The Plain Bagel Channel:    / @theplainbagel   2. Top 5 Personal Finance Books for Canadians:    • Top 5 Personal Finance Books to help ...   3. A Random Walk Down Wall Street: https://amzn.to/3EbQPcC 4. The Wealthy Barber: https://amzn.to/40ZT8XU 5. The Psychology of Money: https://amzn.to/4aCK1kc 𝗕𝗶𝗼: Richard Coffin completed a Bachelors of Commerce, Finance from Carleton University and holds a CFA and CFP. He currently works as a Portfolio Manager and Analyst at WDS Investment Management and previously was a portfolio trader at MD Financial Management. He is the host of The Plain Bagel, a Youtube channel about investing, economics and personal finance. These slides were developed by Richard Coffin and Stephanie Zhou. If you’re an instructor who would like to access these slides or use the content please message me on Instagram:   / breakingbaddebt   or find my email on the About page of my channel. 𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲𝘀: Richard Coffin is an employee of WDS Investment Management in Ottawa. Dr. Stephanie Zhou is paid a teaching stipend for lecture preparation and curriculum development by the University of Toronto. These slides are for education purposes only. Any information, views, products and opinions shared are solely for demonstration and are not a substitute for financial advice specific to your personal situation. #investing #financialliteracy #personalfinance