Intro to Automated Investment Advisors | Talk Money

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Learn the Basics of Investing

Section I: The Basics

Introduction (3:54)
Why You Should Invest & an Intro to Asset Allocation (3:08)
Understanding Risk & Your Risk Profile (3:58)
How Risk Tolerance Determines Your Asset Allocation (2:19)

Section 2: Intro to Stocks, Bonds & ETF's

Stocks, Bonds & other Terminology (4:29)
Intro to ETF's/Index Funds (2:27)
Stocks: Growth vs Value (4:01)

Section 3: Automated Investments Advisors & Passive Investing

Intro to Automated Investment Advisors (2:59)
Understanding Passive Investing (2:46)
Examples of Long Term Vs Short Term (4:58)
Diversification (3:47)
What is Rebalancing? (3:06)
Tax Loss Harvesting (3:23)
Retirement Plan Basics (3:02)

Section 4: Wealthfront

Intro to Wealthfront (2:36)
The Sign Up Process (3:52)
Selecting Your Risk Profile & Asset Allocation (2:39)
Understanding Your Dashboard (4:22)
Other Features & The Mobile App (5:02)

Section 5: Betterment

Intro to Betterment (3:35)
Risk Profile: What is Your Goal? (1:47)
Creating a Goal (2:57)
Understanding How To Reach Your Goal (3:47)

Section 6: Acorns- Invest Your Change

Risk Profile & Asset Allocation (6:08)
How You Can Invest Your Change (2:42)
Recap (0:52)

Section 7: News & Education

News & Education Tools (1:51)
Reading Assignment

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Intro to Automated Investment Advisors

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