Product Code 01-0027-000-01 Categories , Tag

Be Money Smart: Investment Planning for Your Future

  • Why should you invest?
  • Know your goals and objectives
  • Saving vs. investing
  • Know what you own & what you owe
  • Eliminate debt
  • Start small
  • Understand risk
  • Diversify
    • Asset allocation
  • Rebalance your assets
  • Get investment advice
    • Brokers
    • Advisers
    • Questions to ask
  • Investment products
    • Cash & cash equivalents
    • Bonds
    • Stocks
    • Mutual funds
    • Other investments
  • Retirement plans
    • Employee-sponsored 401(k) plans
    • Self-directed IRAs
  • The investment lifecycle
  • Understand fees
  • Avoid fraud and scams
  • Resources


  • Pages: 24
  • Physical Size: Pocket Guide 24-00 3.75″ x 5.5″
  • Product Code: 01-0027-000-01
  • ISBN: 978-1-932144-07-9

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