- 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
Case Study #1
Data:
You are concerned that you only have $50 per month to invest and you already have your emergency fund. You would like to find an Index Fund that follows the large capitalization stocks, with your chosen benchmark being the S&P 500 Index. You have determined your criteria as large capitalization stocks, index funds, minimum purchase of $50, asset size > $250 million, and a no-load fund.
Application:
Using either Morningstar at your local library or Morningstar on the Web, how many funds meet this criteria, and which would you choose?
