In this course, we’re going to discuss the basics of investment planning. We’ll start by discussing some fundamental investment concepts. Then we’ll review some of the investment options that are available to you, and consider some general investment strategies. Finally, we’ll spend some time discussing how you might go about allocating your investment dollars.

In the end, I hope that this overview will assist you in thinking about your own investment needs, and may help you determine whether you might benefit from working with a financial planning professional.

To begin, let me pose a question. “What does “investing” mean to you?