Proper personal financial planning involves numerous investing-related decisions. Faculty, staff, and physicians must make these decisions in their retirement plans, in their children’s 529 college savings plans, in the context of a home purchase, within brokerage accounts, and when considering buying into a private practice, to name a few. Course attendees will learn about: the financial system and its participants, basic asset classes (stocks, bonds, real estate, cash), mutual funds and exchange traded funds, alternative asset classes (hedge funds, private equity, venture capital, commodities), the tradeoffs between risk and return, active vs. passive trading strategies, and how to assemble an investment portfolio.
Offered to JHU staff through School of Medicine Office of Faculty Development.