Investing Education:

At Remick Capital I try to help clients meet their goals while avoiding big risks, but understanding the basics is still helpful. Even if you don't select your own investments, it is very helpful to have a firm handle on some basic investing concepts. This page is dedicated to help clients and non-clients with understanding some of the essential products and concepts of investing. I believe that knowledge is power, and hopefully the information located here can make you, or someone you know, a little stronger.

Below are some presentations that cover introductory investing topics. Over time, the content here will grow, but if there are any suggestions for ways to improve and/or add to the information here, please don't hesitate to contact me.

The presentations below are available in both Adobe PDF, as well as Microsoft Power Point format.

Why We Invest	Recap of previous discussion along with a recommended reading list.
Bond Overview	Covers the basics of what a 'bond' is, and how they work.
Mutual Fund Overview	Covers the basics of mutual funds and how they work.
Calculating Returns	Covers the basics on how to calculate and think about investment returns.

On occaision, I will speak to various groups on the topic of investing. Below are three similar presentations I have given to the Oregon State Investment Group (OSIG) in the past.

OSIG - October 12th, 2010	A summary of my thoughts on investing and some follow ups from the previous presentation.
OSIG - October 13th, 2009	A summary of my thoughts on investing and some follow ups from the previous presentation.
OSIG - October 21st, 2008	Covers the same material as above but with a few added details and commentary on the 2008 meltdown.
OSIG - April 15th, 2008	Covers some details on my investment process, and some advice for students interested in investing.