Foundations of Finance Class 5: Personal Finance 101 – The Road to Success
In Class 5, we cover financial planning fundamentals that help build a strong financial foundation.
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Explore videos covering money, markets, financial planning, and the broader factors that shape overall financial well-being. From economic and investment insights to estate planning, governance best practices, and health and wealth perspectives, this collection offers a well-rounded view across topics that matter most.
Foundations of Finance Class 4: Portfolio Construction and Aligning Investments with Your Values
In Class 4, we dive into the fundamentals of portfolio construction and how to align your investments with what matters…
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Foundations of Finance Class 3: Investing and the Role of a Money Manager
In Class 3, we explore the role of money managers and learn more about how they conduct investment research and…
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Foundations of Finance Class 2: Stocks, Bonds, and Alternative Investments
In Class 2, we break down the basics—stocks, bonds, and alternative investments—explaining what they are, how they work, and where…
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Foundations of Finance Class 1: The Booms, The Busts, and Their Lasting Effects on Our Economy
In Class 1, we explore the key economic moments that defined monumental highs and lows, what triggered them, and how…
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How to Stretch Your Retirement Nest Egg
In this video, we explore practical approaches to extending the longevity of retirement savings. The overview highlights key considerations such…
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Tax-Efficient Giving: Mechanics of QCDs and Appreciated Asset Donations
In this video, we explore the mechanics of tax-efficient charitable giving through Qualified Charitable Distributions (QCDs) and donations of appreciated…
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How to Give Smarter: Comparing QCDs and Appreciated Securities
In this video, we provide a high-level overview of two commonly used charitable giving strategies—Qualified Charitable Distributions (QCDs) and donations…
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The Value of Deferring Capital Gains Tax
In this video, we highlight the value of deferring capital gains tax and its impact on long-term investment outcomes. The…
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