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How to Invest Efficiently and Successfully!

Investing is a daunting process, but is very rewarding and a necessary step to ensure financial well-being.  Understanding how investing works and what investment vehicles do are vital first steps on your path to financial freedom.  


The Optometrist’s Guide to Investing 101


  • What is an Investment and Basic Investing Terms

  • How to Create The Ideal Portfolio of Stocks and Bonds

  • How to Rebalance your Asset Allocation & Other Additional Classes


  • How to Quickly Assess a Mutual or Index Fund?

  • Target Date Retirement Funds and the age of Robo-advisors; Which Brokerage is right for me?  

  • How to Monitor your Investment Performance and other wealth-building Tips

Short-term Investing:


  • Five Ways to Accumulate Short Term Wealth Through Investing

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