Link
# Date Topics Speaker Link to Notes
1 Feb 7th
  • Class Introduction
  • Investor Survey and profile
  • The Basics
  • What is different in investing in Retirement?
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
2 Feb 14th
  • Current State of the Markets
  • Economic Outlook by Robert Fry - Robert Fry Economics LLC
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
Dr. Fry's charts
3 Feb 21th
  • Current State of the Markets
  • Bonds
  • What are they?
  • Why are they relevant now?
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
4 Feb 28th
  • Current State of the Markets - Deep Dive
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
5 Mar 6th
  • Current State of the Markets
  • ETFs Deep dive Part 1
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
6 Mar 13th
  • Current State of the Markets
  • ETFs Deep Dive - Part 2
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
ETF Screen Results
7 Mar 20th
  • Investing in the current eenvironment
    Prof Rich Jakotowicz - UD
  • Current State of the Markets
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
Prof. Jakotowicz's charts
8 Apr 3rd
  • Current State of the Markets
  • You make money only when you sell
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
9 Apr 10th
  • Current State of the Markets
  • RMDs - Jane Roe Fox
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
Addnl. matl.
10 Apr 17th
  • Current State of the Markets
  • Managing Risk
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Class Charts
11 Apr 24th
  • Current State of the Markets
  • International Investing
  • Closing Surveys
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link


Click to retun to the class home page