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
  

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• How to Rebalance your Asset Allocation & Other Additional Classes

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• How to Quickly Assess a Mutual or Index Fund?
  

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

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

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Short-term Investing:

• Five Ways to Accumulate Short Term Wealth Through Investing