Study Group Details

Part 2 of the course builds on what you learned in Part 1. The goal this semester is to enable you to manage your portfolio without any help from a financial adviser. Topics include:
1) How to choose an asset allocation that is appropriate for your age, risk tolerance, and when you need your money, while balancing risk vs. return;
2) Which investments belong in taxable accounts and which belong in tax-deferred accounts (retirement accounts);
3) What new investing issues confront you when you retire;
4) Learn why you should not follow most financial advice you see on TV, the internet, magazines, and newspapers; and
5) How much money can you spend and still be confident you won't run out of money

OLLI does not endorse particular products or financial advice from Study Group Leaders.