Following are a few Learning Tools that may be helpful as you select finanical assets.

7.  Using Morningstar to Select Funds

This document helps you use the website www.Morningstar.com to pick financial assets (mainly mutual funds) for your investment plan. This Learning Tool will help you use both the Internet edition and the library edition of Morningstar.

10.  Key Sources of Financial Information

This document gives suggestions on finding quality sources of financial information.

13. Investment Process Worksheet

This Excel worksheet helps you determine how much you should invest in different assets based on the asset-allocation targets in your investment plan. This worksheet can also help you as you work toward reaching your investment targets by showing you the target amount for each asset, the amount you have invested thus far, and the amount that remains for you to reach your target.

32. Taxes on Security Earnings including Qualified Dividends

This Excel worksheet helps you determine the different types of taxes on security earnings so you can invest more tax-efficiently.  It also includes a tab to help you see if your stock dividends will qualify as qualified dividends.

33. Calculating After-tax Security Returns

This Excel worksheet helps you calculate before tax and after-tax security returns.