- 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
Case Study #2
Data:
Bill is one of the 8,400 Utah victims of the 12DailyPro Internet fraud where they were supposed to receive a 12-percent return per day without any products or services.
Application:
a. What advice would you give this person regarding purchasing products of this type in the future?
b. Which principles of investing did this fraud violate?
