- 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
Review Questions
- What is portfolio rebalancing?
- What four strategies for rebalancing portfolios are mentioned in this section?
- Why is it important to pay attention to the cost basis when you sell an asset?
- What is portfolio management? Portfolio evaluation?
- What are the two types of portfolio management styles? Which is more costly?
