Have a Groupon for this product? Redeem it here!
Investing 101

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.

Verified by Marketfy
19 Reviews

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/her] 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
    2014: Macro Crowd Getting It Wrong, Again

    So, are we having fun yet in this year's stock market? If you followed the crowd's "consensus" view on what was supposed to happen this year, the answer is probably a resounding "No!" For those keeping score at home, this is the second consecutive year in which the self-proclaimed masters of the universe have gotten it wrong - very wrong.Recall that at the beginning of 2013, everybody and the...

    June 19, 2014, 8:01 a.m.  •  1 month ago
  • Dave & Donald Moenning Investing 101
    Confused? The Current Market Environment Is...

    Much to the chagrin of those residing in the glass-is-half-empty camp (who, by the way, felt that May was definitely going to be their time), stocks have embarked on a new leg higher. The breakout to the upside, and then more importantly, the follow-through and confirmation by multiple indices, was a surprise to just about everyone in the game (well, to those that are honest about their progn...

    June 9, 2014, 8:22 a.m.  •  1 month ago
  • Dave & Donald Moenning Investing 101
    Is The Wall of Worry Crumbling?

    With the stock major averages improving almost daily, the mood of the market is definitely on the mend. But think back... How long ago was it exactly that just about everyone on the planet was absolutely, positively sure that the stock market was going to take a dive? Remember all the talk about stocks being in the "sell in May and go away" period? And lest we forget, the second year of the ...

    June 6, 2014, 8:06 a.m.  •  1 month ago
  • Dave & Donald Moenning Investing 101
    There's Good News In Them There Charts!

    This just in... We interrupt your regularly scheduled review of the big-picture market environment models with... some good news. Yes, fans, the bulls appear to have rediscovered their mojo.What a difference a few days makes in this business, right? Just about a week ago, traders were freaking out in response to David Tepper's suggestion that hedge funds shouldn't have the pedal to the metal ...

    May 28, 2014, 8:13 a.m.  •  2 months ago
  • Dave & Donald Moenning Investing 101
    Is The Market Environment Improving?

    In a recent missive (Can The Market Survive the Mo-Mo Meltdown?) we noted that momentum meltdowns don't necessarily lead to serious declines in the blue-chip indices. We looked back at history and found that there have been times (5 to be exact) where the Dow and S&P weren't dragged down when the music stopped in the mo-mo names. In fact, there have even been times where the S&P moved higher ...

    May 23, 2014, 8:18 a.m.  •  2 months ago

Options and stocks involve substantial risk and are not suitable for all investors. Subscribers are urged to evaluate any strategy prior to use to understand the risks and suitability for their personal investment use. Please read Characteristics and Risks of Standardized Options prior to investing in options.

If you engage or plan to engage in auto-trading of any strategy, please refer to All About Auto-Trading.

This portfolio is a sample “paper” portfolio for informational and educational purposes only recommended by Dave & Donald Moenning as representative of Investing 101 and is not tailored to the individual circumstances or investment needs of any subscriber. This portfolio does not represent an actual portfolio held by Dave & Donald Moenning, and the performance of this portfolio is not necessarily the performance experienced by Dave & Donald Moenning with respect to [his/her] securities holdings and trades. Dave & Donald Moenning may have a financial interest in the recommendations [he/she] makes as [he/she] may hold or trade some of the same securities for [him/her]self, family members and [his/her] clients.

It should not be assumed that future recommendations will be profitable or will equal past performance. As with any potential opportunity to earn profits, there is a risk of loss.

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

Sign up to receive advice and ideas for your financial future from Dave Moenning.

Are you typing message?
Your email has been registered!

Trading Style & Goals

Trading Style:

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

About the Maven

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.