Wealth Management
Many investors and traders like to think of their wealth as a “big bucket” for more conservative long term
planning, and a “little bucket” for active trading. For the big bucket, it’s key to invest in such a way that
value continues to grow while risk is mitigated. You can’t do this by sitting by and letting your broker make
decisions, nor by letting your portfolio run itself. You need to find a balance that gives you maximum control
with a minimum time commitment. Your quality of life, your retirement and your family’s future depends on it.
In addition, today’s real estate market provides unprecedented opportunities in the asset class that has
created many fortunes. Traders can benefit from highly leveraged transactions; bargain shopping in a fast
moving environment; the potential for appreciation combined with current income; tax advantages; and the
possibility of a profitable investment that also contributes to quality of life. Learn how to trade for quick
turnover or long term gain in our real estate course.
Wealth Management Courses:
Learn to think like a professional portfolio manager, whether you are masterminding your own investments or
monitoring someone who does it for you. Includes many workshop exercises to improve self-confidence and discipline
and drive home what you’re learning. 5 days. Part 1 also available as Live! Online.
The XLT – ProActive Investing is a graduate-level course that builds on the strategies delivered in ProActive Investor.
It is intended for students who aim to become extremely proficient at managing their wealth using advanced portfolio
management strategies. Online Course. As an added value, you will receive a FREE one-year subscription to Pro Picks – Stocks (a $2400 value).
Learn how to give yourself an “unfair advantage” in today’s real estate market by applying the skills
and discipline taught at Online Trading Academy to the local and national real estate market. Includes examples
of live real estate deals as the class decides to “buy it or let it go.” 2 Days. Also available Live! Online.
More Wealth Management Courses to choose from:
Self-Study:
Other Resources
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entitled “Lessons from the Pros”. You’ll enjoy timely and actionable articles from some of our top instructors
covering various asset classes and trading instruments, including stocks, options, Forex, futures, real estate and more.