The Delaware Money School was created in December 1999, by Jack Markell, Delaware State’s treasurer. It offers free classes throughout the year on topics such as investment strategies and retirement planning. More than 10,000 students have attended Money School classes since its inception. To register for any of these free classes, call 537-0600, or register online at www.delawaremoneyschool.com. Following is a selection of upcoming classes:
• May 31, 2005: 6 to 7:30 p.m., South Coastal Library, Bethany Beach, “Stock Investing Strategies”
Learn to build a diversified portfolio and how to evaluate companies thoroughly. Understand stock prices, follow time-tested strategies and recognize when to sell.
• June 7, 2005: 6 to 7:30 p.m., Edward Jones Office, Bethany Beach, “Managing Your Retirement Income”
Learn about increasing current and future income and understand the financial risks of retirement. Explore the taxation of various income sources and find out about cash flow management.
• June 14, 2005: 6 to 7:30 p.m., Edward Jones Office, Bethany Beach, “Understanding Mutual Funds”
Learn about mutual funds basics including growth funds, income funds, growth and income funds and bond funds.
• June 18, 2005: 11 to 12:30 p.m., South Coastal Library, Bethany Beach, “Investing with a Focus on Preserving Your Principal”
Learn to evaluate the differences in rates of return on investments and how to limit your risks by building a diversified portfolio.
• June 21, 2005: 6 to 7:30 p.m., South Coastal Library, Bethany Beach, “How to Invest in Bonds”
Learn about the basic features and options of bonds. Understand bond ratings and explore investment considerations such as stocks vs. bonds. Find out about bonds and interest rates and the impact of reinvestment. Lastly, understand the benefit of laddering bonds.