The Steady Foundations Path – Steady Foundations

Course Content

Stage 1: The absolute basics
Start here if you are new. You do not need an account, prior experience, or any jargon to begin.

1.1 The stock market: Owning a piece of a company
1.2 Stocks, bonds, and funds
1.3 What an index fund is, and why they work
1.4 Risk, return, and the power of time

Stage 2: If you have already invested
Make sense of a robo-advisor or advisor account, and decide what to do with it.

Stage 3: Reading a company
The fundamentals core. Judge a business for yourself instead of taking a tip on faith.

Stage 4: Building your portfolio
Turn understanding into a plan you can hold with a steady hand.

Stage 5: Doing it for real
Practice with fake money first, then a simple plan you can run for years.

Stage 6: Your money and your future
What your balance means for retirement, and how to aim it at a real goal.

Student Ratings & Reviews

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Course Content

Stage 1: The absolute basics
Start here if you are new. You do not need an account, prior experience, or any jargon to begin.

1.1 The stock market: Owning a piece of a company

1.2 Stocks, bonds, and funds

1.3 What an index fund is, and why they work

1.4 Risk, return, and the power of time

Stage 2: If you have already invested
Make sense of a robo-advisor or advisor account, and decide what to do with it.

2.1 Robo-advisors, explained

2.2 Robo-advisors, the full picture

2.3 Index funds or individual stocks?

Stage 3: Reading a company
The fundamentals core. Judge a business for yourself instead of taking a tip on faith.

3.1 The three financial statements

3.2 The ratios that matter

3.3 Valuation: price versus value

3.4 A full company walkthrough

Stage 4: Building your portfolio
Turn understanding into a plan you can hold with a steady hand.

4.1 Diversification and allocation

4.2 Dollar-cost averaging versus timing

4.3 Rebalancing, and keeping it simple

4.4 The traps that sink beginners

Stage 5: Doing it for real
Practice with fake money first, then a simple plan you can run for years.

5.1 Opening and using a brokerage

5.2 Practice with paper trading

5.3 Your steady plan, for good

Stage 6: Your money and your future
What your balance means for retirement, and how to aim it at a real goal.

6.1 What your balance means for retirement

6.2 How much is enough?

6.3 Making sense of 401(k)s, IRAs, and Roths

6.4 Early retirement and the FIRE idea

6.5 Turning savings into income

Course Content

Stage 1: The absolute basics Start here if you are new. You do not need an account, prior experience, or any jargon to begin.

1.1 The stock market: Owning a piece of a company

1.2 Stocks, bonds, and funds

1.3 What an index fund is, and why they work

1.4 Risk, return, and the power of time

Stage 2: If you have already invested Make sense of a robo-advisor or advisor account, and decide what to do with it.

2.1 Robo-advisors, explained

2.2 Robo-advisors, the full picture

2.3 Index funds or individual stocks?

Stage 3: Reading a company The fundamentals core. Judge a business for yourself instead of taking a tip on faith.

3.1 The three financial statements

3.2 The ratios that matter

3.3 Valuation: price versus value

3.4 A full company walkthrough

Stage 4: Building your portfolio Turn understanding into a plan you can hold with a steady hand.

4.1 Diversification and allocation

4.2 Dollar-cost averaging versus timing

4.3 Rebalancing, and keeping it simple

4.4 The traps that sink beginners

Stage 5: Doing it for real Practice with fake money first, then a simple plan you can run for years.

5.1 Opening and using a brokerage

5.2 Practice with paper trading

5.3 Your steady plan, for good

Stage 6: Your money and your future What your balance means for retirement, and how to aim it at a real goal.

6.1 What your balance means for retirement

6.2 How much is enough?

6.3 Making sense of 401(k)s, IRAs, and Roths

6.4 Early retirement and the FIRE idea

6.5 Turning savings into income

Student Ratings & Reviews

Stage 1: The absolute basics
Start here if you are new. You do not need an account, prior experience, or any jargon to begin.

Stage 2: If you have already invested
Make sense of a robo-advisor or advisor account, and decide what to do with it.

Stage 3: Reading a company
The fundamentals core. Judge a business for yourself instead of taking a tip on faith.

Stage 4: Building your portfolio
Turn understanding into a plan you can hold with a steady hand.

Stage 5: Doing it for real
Practice with fake money first, then a simple plan you can run for years.

Stage 6: Your money and your future
What your balance means for retirement, and how to aim it at a real goal.