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Financial Foundations - Unit 3

Financial Foundations - Unit 3
Understanding our current investments and considering our holistic portfolios.

Welcome to Unit 3 of the Both/And Finance Financial Foundations Course

Once you've completed the Financial Foundations Course Intro, Unit 1, and Unit 2, you can delve into Unit 3 here!

To begin Unit 3... use the link below to create a copy of the Unit 3 Activities Checklist. Save this checklist to your course folder and use it to track your progress throughout the unit.

Copy: Unit 3 Activities Checklist (aka your "HW Handout")

Next, proceed through the videos and activities on the rest of this page.

Support this work and join me for office hours!

If you appreciate this content, I hope you will consider becoming a monthly supporter here or making a one-time contribution in any amount here.

If you contribute at the indicated monthly amounts, you will be able to join me at group or one-on-one office hours which can really enhance the value you get from this course. A win-win!

Thank you for pitching in if you are able. Your support will allow me to keep creating free resources while still paying my bills (I hope!).

P.S. I'm not asking that you continue as a paid subscriber forever, but I would really appreciate it if you could contribute during the period that you are using the course. Thanks again!

Viewing Notes - 1) You can turn on closed captions by hovering over the bottom right corner of each video. 2) You can also change the playback speed - I like 1.5X speed or higher, personally. 3) These videos seem to work best in Chrome, on a computer (rather than a phone).

3.0 - Unit 3 Intro Video

3.1 - Holistic Portfolio Thinking

3.1 Optional - For an essay version of the above video, check out my article: Rethinking a Balanced and Diversified Portfolio.

3.2 - MPT Basics

3.2 Optional - Retirement Accounts Overview

3.3 - Portfolio Spreadsheets Overview

Resources mentioned in the above video:
My article: ESG and Me (direct link to Investing Costs 101 Explainer here)

3.3 Optional - Collecting Investment Data Walkthrough

I forgot to mention this in the above video, but...
... if you want to look up data about fossil fuel exposure in your investments, I'd recommend this tool from As You Sow: fossilfreefunds.org

3.4 - Financial Foundations Wrap-up

Support this work and join me for office hours!

If you appreciate this content, I hope you will consider becoming a monthly supporter here or making a one-time contribution in any amount here.

If you contribute at the indicated monthly amounts, you will be able to join me at group or one-on-one office hours which can really enhance the value you get from this course. A win-win!

Thank you for pitching in if you are able. Your support will allow me to keep creating free resources while still paying my bills (I hope!).

P.S. I'm not asking that you continue as a paid subscriber forever, but I would really appreciate it if you could contribute during the period that you are using the course. Thanks again!

Up Next...

Congrats on completing the Financial Foundations Course!🎉

When you're ready, you can proceed to the next Both/And Finance Course - Investment Management - here.