We get it - there's so much information you need to process! Our investment planner helps you solidify your strategy and organize your thoughts for specific investments, helping you take action while feeling confident about it.
Morningstar is an investment research platform that provides key data and tools that help your investment portfolio succeed. Our guide will teach you how to use Morningstar and what factors to consider when investing in mutual or index funds.
Financial Ratio Guide
It may not be your favorite pastime, but as investors, we need to analyze financial ratios to properly select stocks. This guide breaks down the most important price, profitability, liquidity, debt, and efficiency ratios, making them easy to understand and implement.
Evaluate and analyze stocks/mutual funds/ETFs like the experts do.
Build your own investment strategy for achieving your long-term financial goals.
Manage your own portfolio without paying an advisor.
Take advantage of both bull and bear markets.
Put your plan into action and start investing right away!
- Welcome to the Course!
- How to Navigate This Course
- Intro: Wise Wealth Investing FREE PREVIEW
- Using Your Time Wisely
- How to Make Money With Stocks
- Financial Ratios
- Fundamental Analysis
- Reading a Stock Chart
- Evaluating Risk
- Bears and Bulls
- Everything About Stocks Quiz
- Your Investing Strategy
- Morningstar Walkthrough
- Creating Your Investment Plan
- Investment Planner
- Getting Started
- Becoming an Investor Quiz
- Congrats! Here's What's Next...
Cortlon Cofield is the Co-founder of Money Master, LLC and the Owner & Advisor of Cofield Advisors, LLC. He is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) licensed in the state of Illinois with a Masters Degree in Accountancy. Moreover, he is a Personal Financial Planner and trusted Financial Advisor with years of experience. Follow him on IG @Cofield_Advisor.
Josh is the Co-founder of Money Master, LLC and the Founder of HomeAt30.com. Josh is dedicated to helping students and young professionals learn the skills necessary to build wealth. Follow him on IG @Homeat30.
4 Easy Payments of $274!
4 Easy Payments of $274!Debt + Investing Bundle