Financial Guidance

Service Description

Finance is an essential pillar of wealthness. In this sessions we'll cover key principles of investing and financial management, including: + Investing Fundamentals: Key concepts like risk, returns, diversification, and compounding. We’ll cover investment options such as stocks, bonds, mutual funds, and real estate. + Finance for Non-Financiers: If financial jargon and complex models have kept you from entering the world of investing, I’ll simplify these concepts and provide practical, understandable guidance that will allow you to take control of your investments. You can also take a look at the Investholist® Glossary and references. + Investment Products Selection: I'll help you understand how to select the best investment products based on your goals, risk tolerance, and time horizon. We’ll explore ETFs, individual stocks, and cryptocurrencies to determine which suits your personal or business portfolio best. + Fundamentals of Technical Analysis: how to read stock candle charts and main indicators. Understanding of stock market and cryptocurrencies trading mechanics. + Cryptocurrencies and Cryptoassets: I’ll walk you through the exciting world of digital currencies like Bitcoin and Solana, explain blockchain technology, and help you assess whether cryptoassets fit into your investment strategy. We’ll also cover risk management strategies for investing in this volatile market. + Guidance on personal financial planning. + How to manage your portfolio Professional Finance Certificate (MX): 10409731