Stock and Options Education

Personal Coaching

InvestorJim offers personalized One-on-One coaching on stocks, options, and advanced options. We utilize the GoToMeeting technology so you can train from any location using your computer, tablet, or even cell phone. 

Training topics include:

  • Stocks
  • Options
  • Advanced Options

Remember, it's not the STOCK that makes you money, it's the STRATEGY! When you engage in learning with us, you will learn the many different option strategies that will assist you in achieving your financial goals. Here are just a few of the strategies you learn:

  • Choosing Online Brokers
  • Fundamental Analysis
  • Technical Analysis
  • Candlesticks
  • Exchange Traded Funds (ETF's)
  • Portfolio Management
  • Basic Options
  • Advanced Options

We understand the many challenges of retirement today and know the biggest concern for many is generating enough income to pay your bills, while still focusing on saving for retirement. We focus on money management, as well as other issues that are critical to your financial well being.

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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For more information about our training and what we offer, send us a quick email or give us call. We would welcome the opportunity to speak with you. | 877.589.6804