Investment Strategies begins with a foundational understanding of why having an investment strategy is so important before beginning with the traditional buy and hold strategy, and then building to other investment strategies and methods of valuing equity investments. Time is also spent distinguishing between value and growth investing, and some of the historical contributors to both schools of thought. Additional time is spent on small stock investing, fundamental vs. technical analysis, contrarian investing, bond strategies, and finally a discussion of the enemies of effective strategy.

Author: Craig Kinnunen, MS, CFP®

Craig Kinnunen, MS, CFP®is an associate professor at the College for Financial Planning. Prior to joining the College, Craig enjoyed a long and successful career in personal financial planning and wealth management. Craig’s enthusiasm for financial planning extends beyond the classroom, as he also spends time providing pro bono financial education and individual financial counseling to members of the Colorado National Guard. Craig earned a bachelor of science degree in accounting from Northern Michigan University and followed that up with a master of science degree in finance from the University of Colorado in Denver. You can contact Craig at craig.kinnunen@cffp.edu.

Complexity Level: Intermediate