The Pinnacle Point

The second session from The Legacy Journey is titled, The Pinnacle Point.  During this session Dave teaches to create a wise investment strategy as a tool for us to make progress on our legacy journey.  Dave started with a quick review from FPU about keeping our investing simple and to make sure to use diversification in order to lower our risk.  A lot of the content of this lesson I have written about in previous posts from FPU and other finacial articles, so I will quickly summarize a few of the topics.


This session will cover the following topics:

• Understanding risk and liquidity
• Tips for long-term investing--you should take advantage of any ethical, legal way to protect your investments.  
• Basic investment options

• Certificate of deposit
• Money market mutual funds
• Stocks and Bonds
• Mutual Funds
• Advanced investment options
• Low turnover funds
• Annuities 
• Rental real estate

This lesson covered a lot of information about making wise investments.  All of the information Dave teaches is about keeping investing simple and move forward on your legacy journey with a plan in place.  Don't fall for get-rich-quick schemes but stay strong over a period of time investing and saving little by little with a smart goal orientated plan so you can live and give like no one else and hit your pinnacle point!