- 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 are eight risks that stocks are susceptible to?
- What is leverage? How does leverage affect risk?
- What is common stock? Preferred stock?
- What are the two ways an investor can make money in stocks?
- What is the goal of stock valuation? Why is it important for an investor to know a company’s intrinsic value? Based on a company’s intrinsic value, when should an investor buy or sell a stock?
