Why and How to Passively Invest as an Early-Career PhD
This workshop focuses on your investment options and strategy. It teaches you how to enact a passive investing strategy in your IRA, 401(k), 403(b), taxable account, etc. through a seven-step process.
The workshop gives you frameworks for making the decisions of what type of account to use (including Roth or traditional options), which brokerage firm to go through, and what your asset allocation should be.
This training is a video recording of a live workshop given on 7/18/2021 and supplementary materials.
Learn more about this workshop on this page