The Small Investor's Survival Guide

This section aims to provide a basic education on financial markets, market participants, advisors, investing risks, investing strategies, along with other information designed to help you invest more successfully.

At this time, most of the relevant information is compiled in Dr. Yuval Bar-Or's book, Play to Prosper: the Small Investor's Survival Guide. The book will be published on August 19, 2010.   (...MORE)

The Passive Investor's Game Plan

This content is designed to complement The Small Investor's Survival Guide. The material provides detailed step-by-step instructions for an investor seeking to pursue a passive (well-diversified, fee-minimizing) investing strategy.

It's expected that this material will be compiled in a forthcoming book by Dr. Yuval Bar-Or, Play to Prosper: The Passive Investor's Game Plan (publication is anticipated in early 2011).   (...MORE)

Finding a Financial Advisor

Much of this site's content is designed to help a small investor reach a level of self sufficiency that reduces the need to rely on financial advisors.

Some of the obvious benefits to reducing reliance on external advisors are: lower fees, greater control over one's investment decisions, and reduced risk of losses due to advisor ineptitude, dishonesty, or conflicts of interest.

While all investors benefit from learning about investing and financial markets, it's understood that some will still prefer to rely on advisors. For these investors the challenge is not learning enough to avoid the use of advisors, but rather learning enough to distinguish the good from the bad advisors. This section provides information designed to help an investor find an appropriate advisor.   (...MORE)

Investing Literacy Classes

Depending on the level of demand, we may begin offering online investing literacy classes. Most likely, we'll be using the edufire.com platform.

If interested, please let us know. Once we have a better sense of the demand for classes, we'll notify you, at which point we'll also let you know whether you should join edufire (it's free to join, so you may wish to do so anyway).

The edufire platform provides access to many instructors presenting a variety of classes. You may find other topics you are interested in. Please note that some of the classes listed on edufire.com are free while others require a payment.

To see when our financial literacy classes are being offered please check here or at the following edufire link:

Classes offered by Yuval Bar-Or.

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