How to Be a Great Investor in 2021

What Every Beginner Should Know About Investing Before You Invest
This course combines traditional investment wisdom with contemporary investment principles, presenting a wealth of practical insights. Richard has over 35 years experience managing millions of dollars for thousands of families.

This is for you if

What You Get

Course Preview

Should I invest in stocks? What type of investment should the average person consider? What does a diversified portfolio look like? Investing seems complicated. How do I get started? What kind of retirement plan should I invest in? In this insightful course, you will discover several investment strategies and techniques on how to become a great investor.

With wit and humor, Richard Everett exposes the experts– TV, talking heads, bank counselors, brokers, so-called gurus, and many others who give bad advice and cost people their hard earned money each and every day. His honest, straightforward, and often humorous anecdotes clearly show their advice is either tainted by selfish motives or just plain stupid.

If Only Investing Were Easy

Length – 31:12
Fact #1 The stock market and global economy are complex and chaotic. Fact #2 Predicting the future is highly tricky Fact #3 You’ll only get entertainment value from financial journalists. Fact #4 Too much financial news is harmful to your portfolio.

Stocks & The Stock Market

Length – 1:00:09
What exactly is the stock market? And what makes a reliable market. Here is my recipe for success. And the only time I lost, was when I broke these rules.

Let’s Do Some Bonding

Length – 25:41
If you’re looking for a diversified portfolio, bonds are the steppchild of investments. They give you relatively safe yet predictable income. My advice while investing, expect the worst and you’ll never be disappointed!

Annuities

Length – 44:04
Besides being dead guys, what do Beethoven, Ben Franklin, and Babe Ruth have in common? They had annuities. So, what are annuities? How can you guarantee they are not influenced by interest rates, market fluctuations, or other market influences?

Real Estate Investment Trusts

Length – 18:35
REITs are a passive investor’s dream come true―no toilets to fix, no repairs to make, no tenants to chase for rent payments, and no irresponsible renters to clean up after. And the payout always checks in.

Constructing a Portfolio

Length – 42:16
You’re definitely looking to invest. But, why diversify? Well, you don’t want to end up like another broke horror story. Want to know how not to lose your balance?

Getting Sound Investment Advice

Length – 29:00
Where do you go for reliable financial advice? Insurance agents? Banks? Stockbroker? Financial planner? Who should you trust? Your financial future depends on it!

Mutual Funds or Exchange Traded Funds?

Length – 41:22
The beauty of mutual funds is found in the is instant diversification. The ugly, extraordinarily high fees. The secret! Think long term. Are exchange-traded funds a better choice than mutual funds?

An Investor’s Worst
Enemy

Length – 21:56
Who’s to blame for poor investment decisions? Or lose? What’s our biggest obstacle as investors?

YOUR INSTRUCTOR

Richard Everett started his career in the financial services industry in 1984 and is the founder and past president of the Everett Financial Group, Inc. in North Haven, Connecticut. Prior to selling his investment firm in 2008, he held the designation of Registered Financial Consultant and Registered Representative.

Richard was a member of the International Association of Financial Planners and was named Financial Planner of the year in 1996 by First Financial Planners. Richard Everett has worked in the financial arena for over 35 years.

Named Financial Planner of the Year, Richard has taught financial to thousands of people via his radio and television shows, his book and in person. Richard is also an internationally known speaker. He has presented biblical-based financial principles in churches, conferences, Bible colleges and universities, including The Yale University School of Management Believers in Business Conference

DON'T TAKE OUR WORD FOR IT

[reviews]

frequently asked questions

No Prior Knowledge or Investment Experience Required
All you need is is internet access and a browser like Chrome.
The access is good for one year from the purchase date. If you need more time, you can email support to find a solution.
This course is made for all ages whether you’re far from retirement or you’ll retire in the next few years.

FROM RECENT STUDENTS

“I have a better understanding of the stock market. This can be a golden opportunity for those who take the time to learn what Richard has to say. I learned so much – it was extremely helpful.”
LISA G.
CAPE CORAL, FL
“The information was extremely informative to me. We all need Richard’s knowledge and wisdom.”
JACKIE T.
NAPLES, FL
“Practical and straightforward without all the fluff.”
EBONY I.
NORTHWEST, FL
“Richard’s sincerity, expertise, and keen insight were very beneficial to my wife and I.”
DENNIS & GAYLE B.
FORT MYERS, FL

Got a Question?

Fill out my online form.
[gi-form]