Money Management



Advanced Technical Analysis for the Intermediate Investor

This class continues the discussion of breadth indicators and adds option related breadth tools (put/call ratios).  

We expand our money discussion to sideline money in its various domestic (Margin, MZM) and international forms (Sovereign Wealth Funds and International Capital flows).  We begin the discussion of the economy and the markets.  

Topics will include:  

- Money moves stock prices (how we monitor money flows).

- Foreign money (does it matter?).  

- How to tell when speculation is driving the markets.  

- Does the economy matter (monitoring the Fed through FRED)?  

This class is fourth in a series and begins the wrap up and pulling together of the subjects covered in the first three classes.  



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205101
Santa Clara Adult Education
Room D6
18 - &up Godwin 10/8 - 10/8 Tu 06:30 PM - 09:00 PM $30.00 View

Modern Portfolio Theory for the Novice

What is modern portfolio theory and does it work?  Value and Growth, this is not your father’s stock market anymore, but size still counts.  

Topics will include:    

- New stock categorizations (what they mean and why they are important).

- Intermarket relationships: commodities, interest rates and stocks

- Mutual funds or Exchange Traded Funds (which is better, why?)

- More smoke and mirrors of Wall Street.

- An introduction to Technical Analysis.

This class is the second in a series  and will give the student a leg up on building a simple, diversified and cost effective portfolio.



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204901
Santa Clara Adult Education
Room D6
18 - &up Godwin 9/24 - 9/24 Tu 06:30 PM - 09:00 PM $30.00 View

Creative Home Buying - In a New Market

Industry veteran, Brian Crane, teaches home buying strategies for the first time buyer and move up buyer!

Topics covered will include:

Choosing a loan/lender, inspecting your home, minimizing closing costs, avoiding common buyer mistakes, negotiation techniques, contracts and contingencies and much more!



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209901
Santa Clara Adult Education
Room D7
18 - &up Crane 10/2 - 10/2 We 06:30 PM - 08:30 PM $30.00 View

Market Matters ( or what could go wrong )

We use the tools and approach from the first four classes to develop a comprehensive view of the economy and the stock market as it exists at class time.

Topics will include:

• The U.S. economy at a glance.

• A comprehensive review of the U.S. stock market using Technical analysis.

• Data sources and software (where do you find good data?)

.• Bibliography and local investment groups (you’re not alone).

• Future trends in investing and economics (Globalization & Secular Stagnation)

This class is fifth in a series and will help you pull it all together and decide whether the U.S. markets and International economy are in a state of high or low investment risk.

Materials fee included.



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210901
Santa Clara Adult Education
Room D6
18 - &up Godwin 10/15 - 10/15 Tu 06:30 PM - 09:00 PM $30.00 View

Optimizing Your Portfolio with Technical Analysis

Fundamentals tell you what to buy.  Technical analysis tells you when to buy it.  

Herd behavior drives the stock market.  

Technical analysis is a subset of Behavior Economics and is therefore a tool for monitoring the herd.  

Topics will include:  

 - The linkage between herd behavior and price performance (when is the herd wrong?).  

- More on interest rates and the stock market (C.C.S. Model).  

- Monitoring the herd with anecdotal evidence.     

- Money moves stock prices (How we monitor money flows).    

- Monitoring the major market trends with Breadth Indicators (McClellan Summation, Tick and Tick Q).   

This class is third in a series and will sharpen your vision and thinking with regards to what drives the markets. You will discover the tools needed to execute and survive in the markets ahead.    



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205001
Santa Clara Adult Education
Room D6
18 - &up Godwin 10/1 - 10/1 Tu 06:30 PM - 09:00 PM $30.00 View

Retirement Planning Today

Retirement planning is for everyone and it’s never too late to start! Learn how to calculate how much money you’ll need, make the most of your current resources, select the appropriate pension options, get a higher return on your investments, and “inflation-proof” your income. Other topics include Social Security, Medicare, long-term care, lifestyle
issues, and much more. A comprehensive workbook contains practical exercises and examples to help you learn and remember everything covered during the classes.

Robert Ostenberg, CFS - Robert is a Financial Advisor and a Retirement Investment Income Specialist with over 14 years’ experience. Robert earned his degree from Oregon State University.

Please call or mail registration form for couples registration, add a 2nd person for $25.00 more.



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205401
Santa Clara Adult Education
Room F6
18 - &up Ostenberg 10/22 - 10/29 Tu 06:30 PM - 09:30 PM $49.00 View
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205402
Santa Clara Adult Education
Room F6
18 - &up Ostenberg 11/7 - 11/14 Th 06:30 PM - 09:30 PM $49.00 View

Selling your Home for Top Dollar!

Learn smart strategies to maximize your home sales price and equity! Learn the right process to prepare your home for a smooth transaction and minimize headaches.

Topics covered will include:
House prep, inspections and disclosures, pricing your home, negotiation techniques, marketing strategies and much more!



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209802
Santa Clara Adult Education
Room D2
18 - &up Crane 10/9 - 10/9 We 06:30 PM - 08:30 PM $30.00 View