Three Key Takeaways

Learned specific budgeting strategies. Studied the balance between debt vs. equity and how companies utilize both to fund growth initiatives.

Strengthened understanding of investing and particular vehicles. Focused on retirement accounts including Roth IRA’s, 401K’s, and brokerage. Studied multiple asset classes as well as products such as index funds, mutual funds, and Target Date Funds.

Worked to create balanced portfolios in line with clients age, goals, and life situation.