Classes are for students 18+ unless otherwise noted.
Fees are for one adult and one child unless otherwise noted. Please register under adult’s name.
Classes for high school students
This fast-paced course covers the fundamentals of investing. Appropriate for beginning as well as experienced investors, learn how to allocate assets, research investments online, pick appropriate securities, and monitor performance. We’ll cover mutual funds and ETFs and distinguish their advantages and disadvantages, and discuss how to successfully build diversified equity and fixed-income portfolios. We’ll consider the pitfalls of Target Retirement Funds as well as the risks inherent in Bond ETFs and Bond Mutual Funds. Develop skills as amateur “equity analysts,” and learn how to assess the performance of a professional mutual fund manager or advisor.
Michael Stern is chief investment officer of Arlington Investment Advisors, a financial planning and investment advisory firm in Arlington. He is an Arlington Town Meeting member, sits on the Board of Directors for the Arlington Chamber of Commerce, and is the father of two children.
Michael Stern
