We are all about education here at APCM, including helping our clients feel more comfortable with their investing knowledge. We occasionally get asked by clients for ideas on how to further their knowledge on investing. For those who want to learn more, there are tons of books and courses out there on the subject. In fact, it can be quite overwhelming.
Our Chief Investment Officer, Jeff Pantages, often teaches courses at the University of Alaska Anchorage (UAA) on investing. He even offered a series here at APCM, showing videos about investing for our back office staff (in other words, not targeted to the portfolio managers and CFP® professionals here!). The videos and corresponding book are called “Understanding Investments” from The Great Courses. The course on investing gives a good overview of how to invest, investment options, fundamental analysis, etc. Here is more information about the course:
Professor Connel Fullenkamp
Course No. 5724
Another great option is the “Standard & Poor’s Guide to Money and Investing” by Virginia Morris and Kenneth Morris. This book is full of information on the basics of stocks, bonds, mutual funds, ETFs, options, etc. It also provides a thorough and concise explanation of market mechanics, monetary policy, and some economics.
If you are interested in learning more about a specific type of investment or investment area, feel free to reach out to me and I can send you ideas for reading material on that specific subject. Because APCM primarily uses Exchange Traded Funds (ETFs) to invest for our clients, be on the lookout for ETF resources in a future blog post.
We also try to let you know when APCM is out and about around town. Jeff will be speaking at the UAA bookstore on the Financial Crisis and Panic of 2008 on Wednesday, March 25, from 5:00 p.m. to 7:00 p.m. This is another great way of learning more about the market and in particular, what happened during the Great Recession.
The resources above should start you on your path to gaining a deeper knowledge of investing.
Kim Butler, CFP®
Associate Financial Planner