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Investing Fundamentals with Tess Louis

  • Women Hold the Key 9822 SW Gorsuch Road Vashon, WA, 98070 United States (map)

Are you ready to take control of your financial future? Join our Investing Course for Women, designed to equip you with the knowledge and confidence to navigate the world of investing. This course is divided into three engaging parts, each focusing on a key aspect of investment:

Part 1: Overview of Financial Markets 

A brief overview of Account types including Brokerage, IRA, 401 K and the tax implications for each. Learn about the different Investment markets and benchmarks for Investors to measure their Investment results.

Part 2: Bonds and CDs 

Uncover the world of fixed-income securities with a deep dive into Bonds and  Certificates of Deposit (CDs). Understand how these investments provide stability and income, making them essential components of a well-rounded portfolio. 

Part 3: Stocks  

Empower yourself with the knowledge and strategies to confidently invest in  stocks through fundamental analysis 

Part 4: Mutual Funds and ETFs 

Discover the power of diversification and low-cost investing with Mutual Funds and Exchange-Traded Funds (ETFs). Learn how these investment vehicles work and how to harness their potential to grow your wealth steadily.

Teresa Louis (aka Tess) is an Investment Coach with a primary focus on behavioral personal finance and wealth building through investing, She has an MBA in  General Management and Certifications in Financial Derivatives & Risk  Management from the University of Chicago.

*Note: This workshop is co-ed.

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November 5

What's So Scary About Money with Catherine Cochrane and Laurel Durrett

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November 8

Women's Community Days