Last year, we provided an overview of budgeting, saving, investing and other financial basics during our special Finance 101 webinar. This year, AlphaCore Wealth Advisory Wealth Planner Troy Owens, CFP, returned to offer more lessons to help young people gain the financial literacy necessary to avoid common pitfalls and begin building wealth. All ages were welcome for this fun, educational event.
Some of the key topics discussed during this webinar included:
- An overview of the main topics discussed during our Finance 101 webinar
- Good investing habits for beginners
- The importance of diversification
- AlphaCore’s unique approach to asset allocation
- What alternatives are and how to utilize them in your portfolio
- 3 things to invest in before you turn 30
- 3 things not to do before you turn 30
- Renting vs. purchasing a home
- How to determine the real cost of a purchase
- Buying vs. leasing a vehicle
- Renting vs. owning a home
- The benefits of asset allocation / diversification
We hope that through this webinar, attendees gained an understanding of the basics of finance so they can begin their own financial journey. To learn more about any of the topics discussed during this webinar, please do not hesitate to contact us.