What Christians Need to Know
About Investing
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Leo Marte, CFP®, MBA
Founder, Abundant Advisors
FROM AN EXPERT SEEN ON:
This course summarizes the fundamentals:
✅ An overview of stocks, bonds, mutual funds, and alternatives
✅ Perspective on biblically responsible investing
✅ Understanding the different investment account types
✅ Determining your risk tolerance and asset allocation
✅ Crafting an investment plan
✅ Avoiding common investing mistakes
This course contains valuable lessons I teach many to develop those investment muscles 💪🏼. In addition to hearing me speak, you’ll peek over my shoulder as I show you how to use some DIY tools to get the job done.
Remember: this content is intended for educational purposes only. It is not financial, investment, tax, or legal advice. Before you take any actions on what we cover in this course, we advise you to consult with competent professionals such as an accountant, attorney, or financial advisor.
COURSE PREVIEW
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- Reflection Questions
- Overview of Investing (0:38)
- Understanding Stocks (1:42)
- The Basics of Bonds (1:31)
- What are Mutual Funds? (2:33)
- Examples of Alternative Investments (3:09)
- Biblically Responsible Investing (BRI) (1:18)
- Activity: Screening Investments with Inspire Insight (4:22)
- How to Invest in Employer Accounts (1:44)
- Options for Self-Employed Individuals (1:33)
- What are Individual Retirement Accounts (IRAs)? (2:05)
- Investing in Taxable Investment Accounts (0:46)
- Bonds for High Tax Brackets (0:50)
- Knowing your Risk Tolerance (3:00)
- Activity: Complete an Investor Questionnaire (4:57)
- Crafting an Investment Plan (3:26)
- Typical Mistakes Investors Make (4:12)
- Conclusion
30-DAY MONEY BACK GUARANTEE
TERMS & CONDITIONS
Updates: All views, expressions, and opinions included in this course are subject to change, at any time and for any reason.
Transferability: You may not sell, give away, allow the use of, trade, or transfer your membership in this, or any courses/groups distributed by Abundant Advisors, LLC, to another person.
Not Advice: This content is intended for educational purposes only. You recognize and agree that neither Abundant Advisors, LLC, nor the author of this course, have made implications, warranties, promises, suggestions, projections, representations, or guarantees whatsoever to you and that no part of this course is to be construed as establishing an advisory relationship or providing personalized advice. Under no circumstances shall we have any liability for damages or losses incurred as a result of this site or the content herein.
Seek Professional Help: You accept that all views, expressions, and opinions included in this communication are subject to change. None of the information you may hear in this course is financial, investment, tax, or legal advice. Before you take any actions on what we cover in this course, we advise you to consult with competent professionals such as an accountant, attorney, or financial advisor.
Use: Only the individual (and spouse, if applicable) whose name is listed on the course has the right to view the course videos, resources, and any and all material that is part of this course program. Anyone who shares, gives away, or uses this information, to a person or site outside of the course, will be immediately removed from the course, and all of its related resources, without a refund.
Removal: Abundant Advisors, LLC reserves the right, without prior warning, to remove anyone from this course, and all of its related resources, without a refund, for any behavior that is deemed to be inappropriate, harmful, or detrimental, to the company, its authors, or any student in this course.
About Abundant Advisors:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina and Pennsylvania. Any use of the name Abundant Advisors (or depictions of its brand) in this course is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from reliable sources, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. From time to time, we may have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website. This disclosure brochure, or a summary of material changes made, is also provided to our clients annually.
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