Our Courses
Travel with me on the path to your financial future. From complete novice investor to safely trading options, I'm ready to support you on your journey.
No hype, no false promises, no bait and switch tactics. You get honest, quality instruction from an experienced teacher. My only goal is to help you become a knowledgeable, independent investor who can confidently manage your own accounts.
You can trust me to stick with you along the way.
Novice Investors
Part One: Guide to the Stock Market
We start at the very beginning. I don’t assume prior knowledge. Get an overview understanding of the stock market and how it works. Learn to choose a broker and set up your first account. I demystify the jargon so you can join the conversation.
Novice Investors
Part Two: Guide to Choosing and Buying Stocks and Funds
Learn to research more about stocks you might want to buy. Get the basics of reading a stock chart. Understand dividends and capital gains as you choose your first investment(s). Place an order to buy shares at the price you choose.
Options 101A
Overview/Readiness
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Get familiar with options.
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Learn important terms and concepts.
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Prepare to understand the trading strategies you’ll be learning next.
Options 101B
Selling Cash Secured Puts
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Options Overview reviewed with most relevant parts highlighted.
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Learn to sell puts for income.
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Buy stocks you want to own at a discount.
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Step by step instructions for selling your first put, from selection to expiration.
Options 101C
Selling Covered Calls
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Options reviewed with most relevant parts highlighted.
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Get paid to choose your sale price for stock you already own.
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Make extra cash while you wait for your stocks to appreciate.
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Step by step instructions for selling your first call
Just for Teens
Learn to Invest
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Live, online classes offered through Outschool
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Join a group or request a private tutorial.
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Includes at least six months of access to a stock market simulator.
Coming Soon
Keeping Track
Not every negative number in your options position is a loss. Learn to keep track of multi-leg campaigns and calculate your annualized returns with a useful spreadsheet.
Rolling
Learn to roll an option out to a later expiration date and/or a different strike price to 1)avoid assignment or 2)to bring more cash into your account before you buy or sell stock..
