Investor Curriculum
Evidence-based lessons on investing, planning, and behavioral finance — built for clients and prospective clients of Minerva Planning Group.
Track 01
Foundations
Core concepts every investor should understand before making any financial decision.
Track 02
Allocation
How to divide your money between stocks, bonds, and cash — the decision that matters most.
Track 03
Fund Selection
Why low-cost index funds beat active management, and how fees compound against you.
Track 04
Rebalancing
Maintaining your target allocation through disciplined, systematic portfolio maintenance.
Track 05
Tax Smart
Strategies to reduce the hidden tax drag that silently erodes your wealth.
Track 06
Planning
Retirement income sources, spending strategies, and building a plan that lasts.
Track 07
Markets Cycles
Understanding economic and market cycles so you can stay the course through volatility.
Track 08
Behavioral
The psychological biases that destroy portfolios — and the systems that defeat them.