- 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 1: Determine Your Investment Objectives
The first step is to determine your investment objectives. What is the ultimate purpose of the funds you will be investing? Before you can decide on the funds you will invest in, you must know your budget and your financial goals. For each of your financial goals, determine your risk-tolerance level, your expected returns, and your investment constraints. Understand where you are currently at in your investment program and determine which key principles of investing will help you reach your financial goals.
