Picture THIS.
You wake up at 8 am. Grab a coffee and instantly feel the relief of no longer being stressed out about money. Your financial future is secured, and you’re building generational wealth for your family on autopilot.
You’re able to spend the next few hours pursuing that passion project, working at a job that’s rewarding, or even having a lazy morning with your kids because, let’s face it - they won’t be young for long.
Maybe you’re able to book a vacation without having to worry about credit card debt or missing out on income.
Most importantly, your money is working hard for itself, and you understand investing and the stock market like never before. You can now take the latest market news and apply it to your personal investment strategy with ease.
Right now, you probably have a lot of questions about investing, and that’s understandable. When I first got started, I was afraid that I would never have enough to invest and didn’t know where to start.
After working as a financial advisor, I learned that there were smart, simple ways to reduce the odds that I would lose money in the market. I created a comprehensive program to help you do the same.
Are you confused about what investing account to open? I’ve been there.
Have you tried investing before but lost money? I have been there, too.
I bought my very first stock in 2010, and I’ve been helping others grow their wealth through the stock market ever since.
Today, I’ve helped my students and clients invest over $140 million.
Today, I know what it takes to find the right investments and protect your portfolio.
But back in 2010, things were different. I just completed my internship at an investment firm in NYC. After 10 weeks on Wall Street, I was still confused about how the stock market worked, what to invest in, and how to start investing on my own.
There I was at the center of the finance world, literally on Wall Street and couldn’t figure out how to invest on my own. I read all the books and watched all the videos, but when it came time to open my account, I would get lost and second-guess myself.
That’s when I learned I didn’t need to grasp everything overnight. I knew that if I could start to master just 1-2 topics at a time, I could slowly grow my investing knowledge base.
Four years later, I would find myself in New York working as a financial advisor, helping people understand the stock market by breaking their investing goals down into simple, easy-to-follow steps.
That process started to catch on. By 2017, I was named one of the top 100 Most Influential Financial Advisers by Investopedia. My simple process to the stock market works.
Hear From Our Students!
Always learning something new
Jen S
I love this course and feel confident with investing because of it. Kevin is always ready and willing to answer questions that you may have. The videos allow...
Read MoreI love this course and feel confident with investing because of it. Kevin is always ready and willing to answer questions that you may have. The videos allow you to go at your own pace and are very thorough. These are the courses we needed to take in school that we didn't have access to. Thank you Kevin!
Read LessGreat Toolkit!
LATOSHI ALBARRAN
There was such a wealth of knowledge given. I like that I could go at my own pace.
There was such a wealth of knowledge given. I like that I could go at my own pace.
Read LessJust What I Needed
Tia Williams
I've completed the majority of the investor's Toolkit 2.0, and it was exactly what I needed to start investing. Kevin presents the content is a way that is ...
Read MoreI've completed the majority of the investor's Toolkit 2.0, and it was exactly what I needed to start investing. Kevin presents the content is a way that is digestible and easy to understand. Perfect for my learning style. I look forward to going through the course on a consistent basis in order to maximize my learning and earning potential. This was a great financial investment. I'm glad I took that leap!
Read LessThe Investor's Toolkit 2.0
Donna Preshay
The Toolkit is awesome!! The tools Kevin is providing will lead you to Financial Wholeness to achieve generational wealth for your family.
The Toolkit is awesome!! The tools Kevin is providing will lead you to Financial Wholeness to achieve generational wealth for your family.
Read LessThe Investor's Toolkit 2.0 - Excellence
Heather Levy
I have bought ("invested in") a myriad of investor training classes and just could not find that one with the sweet spot. The Investor's Toolkit is that one...
Read MoreI have bought ("invested in") a myriad of investor training classes and just could not find that one with the sweet spot. The Investor's Toolkit is that one. The most comprehensive, EASY TO USE, and concise training I have found. Kevin structures the course in a way that allow the student to use at your level. It is a great course for the green beginner and a great course for the seasoned investor. It allows you to jump around as need to hone the skills you want and need to improve upon. Kevin has outdone himself - Pun Intended. You need little else. Kevin sorry to say you other course might suffer because you are the best. Well done.
Read LessInvestor Toolkit
Medeina O'Neal
The course work is easy to understand and has help me with my investments. If you have questions or concerns, you can get your questions answered. Great lear...
Read MoreThe course work is easy to understand and has help me with my investments. If you have questions or concerns, you can get your questions answered. Great learning tool and investment!
Read LessThe Perfect Investors Toolkit
Ron Fields
Every smart investor relies on many strategies, market indicators and confirmation when investing in the markets. The Investor Toolkit carries its weight in ...
Read MoreEvery smart investor relies on many strategies, market indicators and confirmation when investing in the markets. The Investor Toolkit carries its weight in value. Kevin has proven himself to me over and over that if one can just plug in to his course, be coachable, teachable and follow instructions, one can become a very profitable investor in the stock market. I’m a baby boomer, and knew some things about investing before signing up several months ago to join Kevin’s program. Now my knowledge, confidence and decision making on whether or not to get into a stock investment has skyrocketed as well as my stock portfolio. I’m very thankful I found Kevin, and made the decision to sign up for one of his courses. I highly recommend any of Kevin’s courses. You will not be dissatisfied with joining the family!
Read LessMore From Our Students
"I was a newbie to the market before I met you, and I decided it was time to find someone who didn’t mind sharing his knowledge. I knew about the stock market from TV and social media, but my friends and family were clueless.
You helped me understand fidelity and how to open an account as well. I have learned about fractional shares, stocks, stock language and numerous platforms to invest on. I own at least 10 different stocks totaling over $30,000. I will be retiring in July, and I plan on learning even more. You are a very knowledgeable young man who has changed the trajectory of my life. Thanks for sharing your gift."
-Robyn R.
I retired during the pandemic. I tell you the tools received helped me to make 6 times on 1 stock alone. Therefore, I knew to sell some and hold a few shares. Because the stock is still good and it did drop. I’m still on the upside.
So, I’m looking forward to more gains and enjoying my retirement. Now, I’m passing along Building Bread knowledge so my child and her children’s children shall have a place if you will in the race"
-Donna H.
Have you said, “I really want to start investing, but I don’t know where to start,” or “I want to invest, but I am too afraid of losing money?”
This is exactly where I was and when I realized these TWO things, everything changed.
This is exactly where I was and when I realized these TWO things, everything changed.
#1: You DON’T need to be an investing expert on day one.
You can be a successful investor by simply understanding the basics. You don’t need a finance degree and you don’t need to spend time learning about complex charts.
When finding companies, it comes down to CRAMM.
C-ompany Stack
R-ecuring Revenue
A-ll-Star Factor
M-ind Reading Products
M-omentum
Once I learned how to apply CRAMM, I was able to quickly identify which companies had the highest rate of success.
It is a simple formula that makes it easy to analyze and understand what to invest in and what to avoid.
Here’s what happened after I learned how to invest…
- MY NET WORTH GREW: The stock market is one of the most effective ways to grow your net worth even if you’re not starting out with a lot of money.
- CREATED PASSIVE INCOME: You can increase your income when the market is up or down. These tactics are what helped me to buy my first home.
- SET MY CHILDREN UP TO BECOME MILLIONAIRES: Create generational wealth opportunities for others and give them the head start that you wish you had.
What if I’ve never invested before?
You can still be a successful investor with The Investor’s Toolkit as a beginner. The investing process that I show you works regardless of experience and is designed to meet you where you are as.
✓The risk questionnaire will help us classify you as an investor, and we will use this as a guide to help you find investments that work best for you.
✓Kevin’s Monthly Stock List and Step-By-Step Investing Guide is a shortcut that you can use to take immediate action.
✓The CRAMM framework helps you to identify strong stocks that you can hold for the long-term.3 Reasons to Enroll in The Investor’s Toolkit 2.0
1. Financial advisors can cost anywhere from $1,500 to $2,500 per year
It’s no secret that meeting with a financial advisor to discuss your situation and investment options is not cheap. As someone who used to work with clients to manage their assets, it’s not unheard of for a one-time financial plan to cost anywhere from $100 to $400 or even 1% of your assets under management. Enrolling in the Investor’s Toolkit 2.0 will actually save you money when you think long-term.
2. Education is the first step
If you want to get a positive return on your investments consistently, this won’t happen by accident. You’ll need to carefully evaluate and choose the best stocks for your portfolio. To do that, you need to be educated on how the market works. At the end of the day, it all comes down to a combination of knowledge, experience, and effort. You’ll gain all three of these as you go through this program.
3. It’s your financial journey. Set your own pace
We’re all busy and I always want to respect your time. That’s why I’ve taken my years of experience along with tested and proven strategies to boil down some key steps you can follow to see investing success. There’s no fluff in the Investor’s Toolkit and the lessons are detailed but also easy to digest and implement.
I’ve also filtered through the absolute best resources to recommend since I know they will help you reach your goals. You can work at your own pace and most students have the course completed within 2 to 8 weeks depending on their schedule and goals.
Who the Investor’s Toolkit is For
The Investor’s Toolkit is for you if:
- You’re serious about putting your money to work
- You’re tired of telling yourself that you’ll ‘look into investing next month’
- You want to avoid making costly, avoidable mistakes when you invest
- The idea of learning from a financial professional with proven results puts you at ease
- You’re looking to build generational wealth for your family
Who the Investor’s Toolkit Isn’t For
The Investor’s Toolkit isn’t for you if:
- You are looking to get rich quick from the stock market
- You have unrealistic expectations about trading stocks
- You’re not interested in following a step-by-step process to help you choose and set up your investment accounts, evaluate your picks, and avoid overall risk
- You’re comfortable with making excuses and not doing the work
Course curriculum
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1
Are You Ready to Begin Your Investing Journey?
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Here's what happens next
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2
Step-By-Step Investing Guide
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Step-By-Step Investing Guide
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Download the Step-By-Step Guide
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Investing Glossary
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3
Module 1: What Type of Investor are You?
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Using the Risk Tolerance Questionnaire and Investor's Quiz
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4
Module 2: How to Find the Perfect Investments for You
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Understanding Your Investment Options
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What the research says about the stock market
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How to find the best investment every time
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Creating Your Watchlist
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5
Module 3: Finding the Right Investing Account
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Discussing your investing account options
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Additional notes on investing accounts
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6
Module 4: How to Open an Account and Where
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How to open an investing account
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7
Module 5: How to Reduce the Chances of Losing Money
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Are these investments good? Here's how to check.
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Checking for insider buyers
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How to test drive your investment ideas
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Testing Walkthrough
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Links to the testing tools
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Module 6: Deciding How Much Honey to Invest
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Backtest Portfolio Asset Allocation
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How to own any stock for $20 or less
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Investing through the Public app
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Creating Your Own Monthly Investing Model
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Module 7: How to Buy and When to Sell
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Using the Rebalance Tool
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Link to rebalancing tool
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How to buy and sell a stock tutorial
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When to sell your investments
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Selling and Rebalancing (2021 Update)
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Tax 101 - What Happens When You Sell?
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Investing Cheatsheet
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10
Kevin's Monthly Stock List
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How to use the monthly stock list
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Link to Monthly Stock List
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11
Putting It Altogether
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Combining all the steps!
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12
Paid-In-Full Bonus - Monthly Investing Strategy Call w/Kevin
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Monthly Investing Calls
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Adding the Calls to Your Calendar
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13
Paid-In-Full Bonus - Trade Check
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Trade Check
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Trade Check Instructions and Rules
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14
BONUS #1 - My Favorite Trading Technique
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Learning About Different Order Types
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Bracket Trading 101
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Bracket Trading 102
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Setting Up the Bracket in ThinkOrSwim (pt 1)
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Setting Up the Bracket in ThinkorSwim (pt.2)
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The 3:1 Rule
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Putting it All Together
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Finding the Right Entry and Exit Prices (2022 Update)
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15
BONUS #2: How to Trade Stock Options
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Welcome to Options
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Options 101 - Calls
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Options 101 - Puts
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Reading an Option Chain
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How to open an account for options
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Option Strategy #1
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Option Strategy #2
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When to buy calls vs when to buy puts
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How to find good options trades
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Live option trade walkthrough
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Option Trading Guide
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The Option Guide (walkthrough)
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16
BONUS #3 - How to Tell if a Stock is Overvalued or Undervalued
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Intro to Cash Flow Analysis Pt. 1
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Cash Flow Analysis Pt. 2
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Stock Evaluation Worksheet (v1)
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Pricing options
Choose an option that is best for your budget.
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Get started now
$1,197.00
Paid-In-Full Bonus
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Get started now
4 x $359.00
Start Today
FAQ
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How long will I have access?
How does lifetime access sound? Once you enroll, you’ll have unlimited access to the course material that never expires.
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How long will it take to go through the course material?
The Investor’s Toolkit 3.0 is a self-paced online course that you can go through on your own time. This means you can complete the course based on your schedule and goals. Most students who actively go through the course tend to finish it within 2 to 8 weeks.
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Is there homework or action steps I need to complete?
Yes, there are action steps that you can complete at your own pace. This ‘homework’ will really help you grasp the investing concepts and strategies you’re learning in the course and contribute to your success.
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How much should I invest to get started?
That’s the thing with investing - you should start with however much you feel comfortable with. I have had students start with as little as $100 and as much as $150,000.
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Will I actually make money?
While we cannot predict market performance, we know the process works if followed closely and given enough time to succeed. With Trade Check, you will have the opportunity to send your investing ideas directly to your instructor to review to increase your odds.
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Will this course help me if I’m just getting started later on in life?
Yes. It doesn’t matter how old you are or what phase of life you’re in. The process we follow in this course will work regardless and you’ll be putting your money to work the right way. Also, it’s best not to compare yourself to other investors since it’s like comparing apples to oranges. Everyone who goes through this course might not start at the same age or with the same starting investment. However, it’s your journey to own and you’ll be able to compare where you started to where you end up 1 year or 5 years from now.
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Is there a money-back guarantee?
No. This is a digital course and when you enroll you’ll gain full access to all the material. Consequently, there are no refunds and there is nothing for you to return.
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Do you have a Facebook group? How can I reach you if I have questions?
If you pay in full when you enroll, there are monthly Q & A calls you can attend to get more support and coaching specific to your situation. Students can also email me with any questions and I usually reply within 48 hours.
You Work Hard For Your Money.
Let Me Show You How to Invest It Wisely.
Ultimately, there are only routes you can take if you’re on the path to learning more about how to invest.
Option 1: Stay on the fence and keep doing what you’ve been doing. Maybe you’ll see a breakthrough or find an alternative investing resource. Or, maybe you won’t, and you could lose a lot of money in the stock market as well as your time. In the best-case scenario, it could take you a few years to learn the step-by-step processes outlined in this course on your own.
Meet Your Instructor
#1 Bestselling Author & Top 100 Financial Advisor
Kevin Matthews II, M.S.
Kevin L. Matthews II is a 4-time Plutus Award winner and number one bestselling author. He has helped hundreds of individuals plan for their retirement and managed more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia.
Kevin launched BuildingBread in 2010 to inspire millennials to set, simplify, and achieve any financial goal. Kevin regularly speaks to young adults nationwide and has been featured in several media publications and productions, including The Wall Street Journal, The New York Times, Forbes, Black Enterprise, CNBC, and many others.
Kevin holds a bachelor's degree in Economics from Hampton University, a certificate in financial planning from Northwestern University, and a certificate in disruptive strategy from Harvard Business School. In 2020, he graduated from the University of Texas at Austin's McCombs School of Business with a Master's in Technology Commercialization (MSTC).