- 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 Assignment
Your assignment is to gain an understanding of how mutual funds can give you exposure to the major asset classes. How have mutual funds performed versus the individual securities that mutual funds comprise? What do mutual funds add to a portfolio? What disadvantages do mutual funds have? How can you minimize the disadvantages of mutual funds, while at the same time maximizing their advantages?
Mutual funds have their own separate benchmarks, which are noted in the Wall Street Journal each week and each month.