- 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 the difference between financial assets and investment vehicles?
- Name at least three of the many investment vehicles (see Table 24.1).
- What are the three priorities of money in regard to investment vehicles?
- What is Phase I of successful investing? What type of financial assets should this phase include?
- What is the first step in the investment process?
