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Learn everything you need to know to start investing.

This five-lesson, on-demand course teaches everything you need to know about money management. And how to start your investment portfolio.

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Investing 101 by Dave & Donald Moenning

Dave Moenning's Investing 101 Course will help you secure your financial future. You'll learn everything you need to know about 401Ks. How to consolidate loans and debts. And be a smart investor.

This course offers five, 30 minute on-demand videos taught by Dave Moenning. Dave is a full-time money manager and the President and Chief Investment Strategist of Heritage Capital Management, a leading Chicago investment firm.

Course Outline

Video 1: So, you're making an income. Now what? 

Filling out and maintaining the paperwork at work can be overwhelming. Whether it's your first job or your fifth, there is always a little voice in the back of your head telling you that you've made an error. In this video, Dave will teach you everything you need to know in order to successfully set up your 401K (and tell you the difference between that and an IRA), talk to you about what you really need when it comes to health insurance, how to not get cheated out of $2000 on your first year of taxes and help you through making sure your W2 is set up to maximize your paychecks and benefits for the future. 

Video 2: The future is coming, be prepared!

The next big milestone in your life is just around the corner and it's coming faster than you think. Whether you're just starting out or have been in the "real world" for years, it's never too late to learn to manage your paycheck and make the most of your benefits. In this video, Dave will teach you how to pay yourself first while establishing and making the most out of your 401K.

Video 3: Understanding the Markets

We can help you get out of debt and sock away funds for your investment accounts, but you also need to know the basics of what you're investing in. In this lesson, Dave explains the stock, bond, and fixed income markets. What are they? How do they work?

Video 4: So you're investing, now it's time to manage.

Managing your 401K and other investments doesn't have to be difficult. In this video, Dave will discuss: 

  • Asset Allocation
  • Buy & Hold
  • Types of Markets
  • Risk Tolerance
  • Mutual Funds/ETFs/Options/Stocks 

Video 5: Okay, you're ready! Now what?

As a Money Manager and the President of a Chicago-based RIA firm, Dave can help you develop a strategy for financial success. 

What you get with Investing 101

  • Education

    Learn about the markets in the fastest, most effective way from mavens and other industry experts. Whether you want to learn to trade full time or just generate an extra monthly income, the education will shorten your learning curve and improve your results.

  • Blog Posts

    Receive access to Dave & Donald Moenning's latest blog posts as well as an archive of his past entries. These blogs will help you keep up with insights on past trades, thought on current market conditions, and will update you on Dave & Donald Moenning's upcoming events and appearances.

Latest Activity from Investing 101

  • Dave & Donald Moenning Investing 101
    Is It 'Time' For a Major Correction?

    This report is being written on Sunday, April 13 and is slated to be published on Tuesday, April 15. As such, there will be ample time for the algos to "go the other way" and make the subject matter about to be discussed seem untimely and/or not necessary. However, since the research being presented is big-picture oriented with long-term implications, it could prove valuable to investors - ev...

    April 15, 2014, 8:04 a.m.  •  4 days ago
  • Dave & Donald Moenning Investing 101
    A Better Plan For The Next Big, Bad Bear

    With the blood-letting taking a break yesterday, we thought today would be a good time to continue exploring a simple, yet effective, trend-following system designed to keep investors on the right side of the market's really big, really important moves.But first there are the caveats. Please keep in mind that the results shown in this report are purely hypothetical. The numbers do not repres...

    April 9, 2014, 8:06 a.m.  •  1 week ago
  • Dave & Donald Moenning Investing 101
    A Plan For The Next Big, Bad Bear

    Stocks were hammered again on Monday as the momentum names continue to be punished. The question of the day, of course, is if the huge declines seen recently in names like Amazon.com, Tesla, Twitter, and Yelp will cause the "meaningful correction" in the broad market indices that just about everybody on the planet is looking for. Frankly, I don't know the answer to this question. I can say t...

    April 8, 2014, 8:23 a.m.  •  1 week ago
  • Dave & Donald Moenning Investing 101
    Are You Ready For The Bears To Return?

    It is said that those who ignore history are doomed to repeat it. To be accurate, it was George Santayana (a Spanish philosopher who lived from 1863 - 1952) who actually said, "Those who cannot remember the past are condemned to repeat it."The point is that anyone who came into the stock market game over the past five years probably has a pretty rosy view of the experience. But, almost everyo...

    April 4, 2014, 7:54 a.m.  •  2 weeks ago
  • Dave & Donald Moenning Investing 101
    A Sell Signal To Watch For

    In our last missive entitled A VIX Buy Signal Worth Watching, we reviewed an actionable buy signal using the VIX that is (a) easy to follow and (b) has proved its ability to put the odds in your favor over time. We received quite a few questions and comments on this article, most of which had to do with applying an appropriate/matching sell signal.So this morning, we thought it would be appro...

    March 31, 2014, 7:58 a.m.  •  2 weeks ago
Is This Product For You?


  • Trading: Stocks, and ETFs
  • Asset Class: Options, ETFs
  • Frequency: Long Term Investing


  • Experience Level: Beginner, Intermediate
  • $25k in Trading Account


  • Learn to trade Options & ETF effectively.
  • Make that money, honey!

Free investing insights

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Trading Style & Goals

Trading Style:

  • Type of Trading: Stocks, and ETFs.
  • Frequency of Trading: Long Term Investing.

Dave & Donald Moenning

Dave and Donald Moenning are a father-and-son duo who specialize in growing their clients' portfolios in any market condition.

Dave is a full-time money manager and the President and Chief Investment Strategist of my Chicago-based Registered Investment Advisory firm. He began his investment career in 1980, and have been an independent money manager since 1987. Thus, Dave has been live on the firing line and investing for a living for more than two decades.

Donald Moenning, Dave's son, is the head of equity research at Heritage Capital Management, a Chicago-based investment management firm. Donald holds degrees in economics and business leadership from the University of Puget Sound, lives in Denver, and is an avid snowboarder.