The 4 Cornerstones of Investing

Like many of you, during COVID-19 I was looking for ways to not only stay sane and busy but ways to give back during this tough time for us all as Americans. So I did what I know how to do best----teach!

I hosted a Zoom call with about 50 people in May on "The 4 Cornerstones of Investing" (See Zoom recording). It was geared towards new investors who saw opportunities in a down market but was also a refresher course for some of the more seasoned investors. Below you will find the accompanying document that went with the Zoom presentation. Enjoy!

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Dar'shun Kendrick is a Capital Compliance/Corporate Attorney with an M.B.A. as well as a series 65 holder (Investment Advisor Representative). She is the owner of Kendrick Advisory and Advocacy Group, LLC (KAAG). KAAG is the only capital compliance consulting and law firm in Georgia dedicated to guiding minority & female owned founders through the capital raising process & providing investment strategies to achieve their financial goals. She is also a FINRA (Financial Industry Regulatory Authority) arbitrator and 5 term member of the Georgia House of Representatives where she focuses on economic justice policy work. More information or to set up a consultation to learn more about our services and how we can help on our website.