- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Step 3: Identify Funds That Meet Your Objectives
The third step is to identify funds that meet your objectives. One of the easiest ways to identify mutual funds that will meet your needs is to use resources such as financial publications or financial services. Another resource that you can use to identify mutual funds that meet your needs is online databases. Databases allow you to input your objectives and generate a list of funds that fit your criteria. Examples of these databases include Morningstar Mutual Funds and Schwab One Source. These databases can help you learn about a mutual fund’s performance, size, fees, investment style, and objectives.
