Introduction
An introduction to what the Investor Education Series is all about. First Ascent CEO Scott MacKillop introduces the series and explains what you can expect from upcoming sessions.
Lessons
Make It Personal
Investing is a highly personal activity that should be driven by factors specific to your situation.
Identifying Your Target
You need a frame of reference in order to make good investment decisions.
Understanding Risk
Risk comes in many shapes and sizes. You should know them all.
The Importance of Saving
Saving and investing go hand-in-hand.
The Value of a Good Advisor
The value of a good financial advisor goes well beyond investment advice.