- 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
Financial Plan Assignments
Now that you understand the components of a portfolio—stocks, bonds, and mutual funds—it is important for you to understand the process of building a portfolio. What is the process of building a portfolio? Why is it critical to account for risks when building a portfolio? Why is having an emergency fund and food storage so important?
Make sure you understand the difference between investment assets and investment vehicles. This difference will be critical as we move toward completing your Investment Plan.
