What REITs are, how they are structured, the different types from residential to commercial to specialized, their income and return characteristics, tax treatment of REIT dividends, and how to incorporate them in a portfolio.
The mechanics of dollar-cost averaging, what the research shows about its performance versus lump-sum investing, when it genuinely helps, and how to think about it as a behavioral rather than purely mathematical strategy.
How call and put options work mechanically, what the risks and costs are, why the odds favor sellers over buyers, and the limited situations where options make sense as part of a broader strategy.
How Series I Savings Bonds work, the composite interest rate formula, purchase limits and methods, the one-year holding requirement, penalty for early redemption, and how to decide if they belong in your savings strategy.
Why volatility is an incomplete measure of investment risk, what other risk dimensions matter for individual investors, how time horizon transforms risk, and how to build a risk framework appropriate to your actual situation.