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Investment Lessons from 2020 Pandemic

4.5 (2)

Larry Swedroe

Buckingham Wealth Partners

Friday, February 19, 2021 | 12:30 PM EDT

  • CMA
  • CPA (US)

1.5 Credits

$15

Subject Area

Finance

Webinar Qualifies For

1.5 CPE credit of Finance for all CPAs

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Every year the markets provide us with lessons on the prudent investment strategy. Many times markets offer investors remedial courses, covering lessons they taught in previous years. That’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t yet know.

This crazy year has changed everything, but it’s also highlighted some classic investing lessons in new ways. Given that the markets had to deal with the Covid crisis, it should not be a surprise that 2020 provided more than the usual share of lessons—we will cover 16. As you may note, many of them are repeats from prior years. Unfortunately, too many investors fail to learn them—they keep making the same errors. . The market will provide opportunities to make investment mistakes. You can avoid making errors by knowing your financial history and having a well-thought-out plan.

This investment webinar will teach you some most important lessons. 

Key topics: 

  • Devising a well-developed plan until you reach financial goals
  • Expecting the ‘unexpected’
  • How to prepare and plan for the ‘unexpected’
  • Investment risk, goals and returns
  • Stock prices and market predictions
  • Stock market and economy
  • Investment in various instruments
  • Investment in active funds v/s passive funds
  • Diversification is essential
  • Tax considerations on investment income
  • Hedge funds


Learning Objectives

  • To analyse the risks and returns in different types of investments
  • To design investment strategy to reach ones financial goals
  • To employ investment principles
  • To expect the unexpected and plan for it
  • To analyze the benefits of investment diversification
  • To analyze the tax impact on investment decisions

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Testimonial

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4.5

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