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
Whether you are just starting out or looking to deepen your expertise, this fast-paced course covers the fundamentals of investing, from asset allocation strategies to online investment research and the selection of securities. Gain a deep understanding of the advantages and disadvantages of mutual funds and ETFs, and learn how to build diversified equity and fixed-income portfolios. Discover the pitfalls of Target Retirement Funds and the inherent risks of bond ETFs and bond mutual funds. Develop your skills as an amateur equity analyst and learn to assess the performance of professional mutual fund managers and advisors.
Michael Stern is the 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. A graduate of the University of Texas at Austin, Michael holds the Series 65 Investment Adviser license and is a graduate of Bryant University’s Financial Planning program. He is the author of the recently-published personal finance book "The Shark Investor."
Michael Stern
