- 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
- How do bonds reduce the overall risk of a portfolio?
- What seven risks are bonds susceptible to?
- What is a bond rating? What does a high rating mean? What is Standard & Poor’s highest bond rating? Lowest bond rating?
- What are the six major categories of bonds?
- How are bond values determined? What three things affect bond prices?
