Get the investment information you need, on your own time and at your convenience with San Mateo County Library purchased resources.
Morningstar Online is offering free courses on how to build an investment portfolio. Below is a list of the free portfolio courses that are currently available from Morningstar thru the San Mateo County Library's Online Resources page:
101: Steps to a Suitable Portfolio
102: Determining Your Goals and What They'll Cost
103: How Much Risk Can You Tolerate?
104: Building Your Emergency Fund
105: Determining Your Asset Mix
106: Core vs. Noncore Investments
107: A Simple Portfolio
108: Creating Your Investment Policy Statement
109: How Many Investments Should You Have?
110: Avoiding Overlap When Building a Portfolio
In order to access these courses, you must enter the Morningstar Classroom by way of the library's Research page.
Warren Netz is an Adult Services Librarian at Millbrae Library.