Investments 101
Investments 101 is New Capital's foundational training session for clients to better understand markets and investments. Leonard teaches you all about the history of stock and bond returns and what drives those returns. We believe it is valuable and important for all clients to have this information.
We began sharing Investments 101 with new clients in 2016, so if you became a New Capital client prior to 2016, and you did not join us for the live presentation, we strongly encourage you to view the recordings.
The session is split into two parts. Part 1 focuses on Stocks. Part 2 focuses on Bonds.
Leonard references the DFA Matrix Book throughout the presentation. Download the PDF, or, if you would like a physical copy mailed to you, please email cbahr@newcapitalmgmt.com.