The Investor's Toolkit 2.0
You Work Hard For Your Money. Let Me Show You How to Invest It Wisely.
You know you need to invest. You want to invest. Maybe you’ve already got started or you're still on the fence. Yes, investing does come with some risk. The average person lost $22,000 in the most recent recession.
As a child, you were probably taught that mistakes happen - and they do! But when it comes to your money, losing thousands of dollars probably doesn’t sit well.
Could you imagine working for years, putting money into the stock market and doing all the “right things” just to lose it all because you invested in the wrong thing at the wrong time?
Luckily, some losses like this can be completely avoided when you have the right template and education under your belt.
You’re not alone. Investing wisely in the market shouldn’t be top secret information.
In fact, you deserve a full blueprint that guides you through the process of investing, and evaluating stocks the right way so you can build a strong portfolio step-by-step.
You wake up at 8 am. Grab coffee, and instantly feel the relief that comes with 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.
The Investor’s Toolkit 2.0 is a step-by-step investing course that’s designed to teach you the basics of investing in the stock market so you can set yourself up for success along with more advanced strategies that will help you in the long run.
This course is designed so that everyone can learn new while applying tangible advice and resources to their personal investing goals and strategy.
What’s best is that there’s no fluff or theories. The Investor’s Toolkit 2.0 is based on a proven step-by-step process that will help reduce the chances that you will lose money in the stock market. Remember, we don’t like dealing with people who don’t fully share their success secrets.
You won’t have to worry about that here. When you enroll in this course, you’ll learn how to:
Identify what type of investor you are and determine your risk tolerance
Search for affordable stocks without wasting time
Carefully evaluate stocks based on the market, your goals, and investment strategy
Avoid analysis paralysis so you can choose your investments with confidence
Narrow down where to keep your investments
Reduce risk and not only save your hard-earned money - but grow it
Beginner and advanced trading techniques
And more
Consider the Investor’s Toolkit 2.0 to be your step-by-step guide to take you from stuck and confused about investing to informed and empowered by the moves you’re marking in the market. When you enroll in this self-paced online course, you’ll also get access to 5 key bonuses.
Step-By-Step Workbook/Video ($3,000 value) - This will help you set up your investing accounts and find quality investments so that you don't have to pay someone thousands to do it for you
Testing Tutorial ($500) - Takes you through each of the tools I use to avoid bad investments
Kevin's Monthly Stock List ($5,000) - I give you a list of stocks each month so that you can save time and quickly find quality investments
Investing Account Guide ($500) - This tool will help you choose the right investing account so that you are not confused or lost when opening your account
Monthly Investing Q/A Calls ($1,000 value)* - Each month students will have the opportunity to speak with Kevin and ask questions about their investments live. Each session will be recorded.
* Paid in full bonus only
Kevin Matthews II
My name is Kevin L. Matthews II and I’ve been educating others about the stock market since 2010. More than a decade ago, I started BuildingBread to help first-time investors enter the stock market - not with confusion but with confidence - by implementing a simple easy-to-follow investing philosophy.
I got my start as a financial advisor in New York City where I managed more than $140 million in investments and became one of the Top 100 Most Influential Advisors in 2017.
From there, I went on to:
Teach more than 15,000 investors and create programs that have put thousands on the path to financial freedom and building generational wealth.
Be featured in Business Insider, The New York Times, Buzzfeed, Forbes, and more
Write bestselling books like Starting Point: How to Build Wealth That Lasts and From Burning to Blueprint: Rebuilding Black Wall Street After a Century of Silence
Win the Plutus Award for Best Investing Content
I decided to create this course after receiving hundreds of DMs and comments on my educational videos from people who wanted to know how to get started with investing and build wealth. My philosophy is that investors come from all backgrounds and anyone can learn how to master the stock market.
As a father, I understand that all of this is much bigger than me and want to build generational wealth for my family. Knowing that many of you have that same mindset, I encourage you to enroll in the course and start changing your financial family tree.
You can do this!
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.
The Investor’s Toolkit is for you if:
The Investor’s Toolkit isn’t for you if:
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 LessI 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 LessI'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 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 LessI 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 LessThe 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 LessEvery 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 LessHere's what happens next
Step-By-Step Investing Guide
Download the Step-By-Step Guide
Using the Risk Tolerance Questionnaire and Investor's Quiz
Understanding Your Investment Options
What the research says about the stock market
Fund Hacking 101 - My Secret Key to Investing
Another way to easily find great stocks
Finding the Best Stocks Every Time (2022-23 Update)
Creating your watchlist
Discussing your investing account options
Additional notes on investing accounts
How to open an investing account
How to test drive your investment ideas (Part 1)
How to test drive your investment ideas (Part 2)
Testing Walkthrough
Links to the testing tools
Backtest Portfolio Asset Allocation
How to own any stock for $20 or less
Investing through the Public app
Creating Your Own Monthly Investing Model
Using the Rebalance Tool
Link to rebalancing tool
How to buy and sell a stock tutorial
When to sell your investments
Selling and Rebalancing (2021 Update)
Tax 101 - What Happens When You Sell?
How to use the monthly stock list
Link to Monthly Stock List
Combining all the steps!
Learning About Different Order Types
Bracket Trading 101
Bracket Trading 102
Setting Up the Bracket in ThinkOrSwim (pt 1)
Setting Up the Bracket in ThinkorSwim (pt.2)
The 3:1 Rule
Putting it All Together
Finding the Right Entry and Exit Prices (2022 Update)
Welcome to Options
Options 101 - Calls
Options 101 - Puts
Reading an Option Chain
How to open an account for options
Option Strategy #1
Option Strategy #2
When to buy calls vs when to buy puts
How to find good options trades
Live option trade walkthrough
Option Trading Guide
The Option Guide (walkthrough)
Intro to Cash Flow Analysis Pt. 1
Cash Flow Analysis Pt. 2
Stock Evaluation Worksheet (v1)
Monthly Investing Calls
Adding the Calls to Your Calendar
Explain how different pricing options might be valuable to different segments of your audience.
$1,197.00
Paid-In-Full Bonus
4 x $359.00
Start Today
How does lifetime access sound? Once you enroll, you’ll have unlimited access to the course material that never expires.
The Investor’s Toolkit 2.0 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.
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.
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.
While we cannot predict market performance we know that the process works if followed closely and given enough time to succeed.
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.
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.
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.
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.