Frequently Asked Questions
What is the purpose of the 101 Financial Lessons Newsletter?
What is the mission of Stocks, Bonds and More, Inc.?
Why is this course different than what my broker offers?
Do you need a broker?
What are you going to sell me at the end of the course?
Why do you have sponsors?
Why do you offer courses for free?
Who is Stocks, Bonds and More Inc.?
Do you sell my name?
What type of guarantees do you offer?
Q. What is the purpose of the 101 Financial Lessons Newsletter?A. We developed the 101 Financial Lessons Newsletter to meet the requests of many people who have an interest in our information, but may not be able to take a course due to cost, location, time, etc. We give this email newsletter FREE as an introduction to our products and services. In all honesty, we hope you learn something, come to trust our name and potentially buy products or classes from us.
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Q. What is the mission of Stocks, Bonds and More, Inc.?
A. Stocks, Bonds and More, Inc. is a independent education firm developed on the philosophy that investment education should be objective and non-biased. We teach educators, small business owners, individuals and students.
Our goal is to help you find the information they need, interpret it and make sound financial management decisions. Essentially, we want you to be able to meet with your investment advisor and be able to challenge and ask them questions - to help you make better financial decisions.The bottom line is that it is your money for retirement. The more you know the better off you will be in the long run.
Q. Why is this course different than what my broker offers?A. We work with many brokers, they send us students for education. We teach, that is all. We will try to educate you on how to manage your money, learn about types of products and find what is right for you - all as an unbiased, 3rd party.
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Q. Do you need a broker?A. No. However, we always recommend that you have a financial, legal and tax advisor helping you manage your property. Our company does not maintain a list of advisors that we recommend.
Q. What are you going to sell me at the end of the course?
A. We do not sell investment products, services or make financial recommendations. We are in business to educate. You are not financially obligated to purchase anything at the end of the course.
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A. We have sponsors to help underwrite the expense of the courses and keep your costs down.
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Q. Who is Stocks, Bonds and More Inc.?
A. The company name may scare you, but it represents the type of trainings that we conduct. We are a small (women owned) business in Massachusetts and are leaders in the field of teaching financial management courses, skills and materials.
Our training staff, is lead by Timothy Liptrap, one of our owners. Mr. Liptrap has been successful in businesses large and small. His list of credentials includes being a licensed stock broker (retired), a City Counselor (95-97), MBA, corporate educator, college professor and recognized as being in the Top 40 under (the age of) 40 in his previous industry. He teaches college courses on finance, marketing, investments and management.
Q. Do you sell my name?
A. No, we don't. Every so often we will have mailings to those who have requested information or taken a course, but we do not sell or rent your name to anyone.
Q. What type of guarantees do you offer?
A. We offer a 100% money back guarantee. If you are not satisfied and we cannot correct the issue, we will refund the entire cost of the course. We want our customers to be completely satisfied and to meet all your expectations.
