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FINANCIAL FUNDAMENTALS

Learning with Patricia Saylor

Take care of yourself and those you love.  Grow your financial literacy and independence with an experienced, supportive teacher.  No gimmicks, hype or get rich quick schemes; I'll help you develop skills and knowledge to manage your own investments and take charge of your financial future.

Gay Family
White Structure

Learn to Invest
Adults and Teens

Learn your way

Crystal Salt

Teen Student

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I learned what dividends and mutual funds are. 

Mountain Ridge

New in 2024
Take the Long View:
Manage Your Trades for Recurrent Income

Ring the register multiple times on your

stock and ETF positions with

puts, calls, dividends, and capital gains

Trade Management

for the Not-so-Novice Investor

  • Decide whether to do nothing, roll or close a postion

  • Chose strike prices and expiration dates

  • Calculate Annualized Returns

  • Identify Breakeven Points

  • Prevent Overleveraging

Ready-to-Use
Trade Log Spreadsheet

 

Instant download xlsx file can also be used in Google Drive.  Detailed. step-by-step PDF instructions emailed immediately.

 

Second Edition Addition!

 

Chapter Six: Trade Management

(for the Not so Novice Investor)​

 

 

Still two books in one! 

 

Book One:

Investing in the stock market

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Book Two:

Safe Options Strategies to Boost Your Returns

"With the take-aways from the book, I was able to open a brokerage account, fund it, and then set up options trading privileges."

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Sphere on Spiral Stairs

1:1 Consultation and Support

Help entering an order.

Discuss a trading strategy.

Track trades with useful spreadsheet.

Ask questions.

"(Patricia) was amazing and her time was worth every minute. The experience was has motivated me to learn more and educate myself to be a better investor A++++++"

Helping Hand
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ABOUT ME

I am a retired public education professional, now running my own teaching and learning business, and the mom of 3-6 children (depending on how you count them!)  Through more than 12 years of research and practice, I have become a knowledgeable, successful, careful, self-taught investor.  Although I wish I had started 30 years sooner, it's never too late!  I'd love to share my experience and help you get going.

for the whole elaborated story.  Bonus: Includes an MRI image of my (now gone) brain tumor and a drone shot of our Oak Island NC house.

Episode 113- Retired NC Educator has done it all! 

Listen to my  interview  with Dave and Brandon on their 5-star rated podcast!
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May 7, 2023

Novice Investors Blog 

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