Investing 101: From Stocks and Bonds to ETFs and IPOs, an Essential Primer on Building a Profitable Portfolio Bullet Points - Michele Cagan CPA

Unlock the fundamentals of investing with 'Investing 101' by Michele Cagan. Master stocks, ETFs, and portfolio strategies for financial success!

Sunday, September 28, 2025

Investing 101: From Stocks and Bonds to ETFs and IPOs, an Essential Primer on Building a Profitable Portfolio (Adams 101 Series), written by Michele Cagan CPA

  • Introduction to Investing: Understand the basics of investing, its importance, and its potential for wealth building.
  • Types of Investments: Explore various investment vehicles including stocks, bonds, ETFs, and mutual funds.
  • Stock Market Fundamentals: Learn how the stock market works, including market indexes and trading strategies.
  • Bond Basics: Discover the world of bonds, how they differ from stocks, and when to consider them in your portfolio.
  • Understanding ETFs: Grasp the concept of Exchange-Traded Funds (ETFs), their advantages, and how they can fit into your investment strategy.
  • Initial Public Offerings (IPOs): Get insight into the IPO process and how to evaluate investing in a company's public debut.
  • Building a Balanced Portfolio: Learn the key principles of diversification and asset allocation for a well-rounded investment portfolio.
  • Risk Management: Understand the importance of assessing risks and developing strategies to minimize potential losses.
  • Investment Strategies: Explore different approaches to investing, including value investing, growth investing, and dollar-cost averaging.
  • Setting Realistic Goals: How to define your investment goals and create a plan tailored to your financial situation.
  • Monitoring and Adjusting Your Portfolio: Discover the importance of regularly reviewing your investments and making necessary adjustments.

Investing 101 is a fantastic starting point for anyone looking to dive into the world of investing. This book provides clear and digestible insights into the investment landscape, making complex concepts easy to understand. From stocks to ETFs, it guides readers on how to build a profitable portfolio. 🌟📈

My experience with this book was enlightening and empowering! I now feel ready to start my investment journey with confidence! If you're curious about investing, this guide is a must-read. Happy investing!

Author's photo - Kevin Brooks
Kevin Brooks

I turn the books I love into bite-sized guides that help people decide what to read next. Back in high school-at a public school outside Columbus, Ohio-my classmates counted on my clear, concise summaries to study smarter, not harder. 


As I graduate this spring, I'm gearing up to pursue a degree in Digital Marketing and share my passion for reading by crafting engaging, actionable content for fellow book enthusiasts.

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➡️ Investing 101: From Stocks and Bonds to ETFs and IPOs, an Essential Primer on Building a Profitable Portfolio (Adams 101 Series)

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