- 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 #2 Answers
Bill and Suzie should follow the bottom of the investment hourglass. While we do not have enough information to give allocations and amounts, we can give general guidelines.
First, invest in their emergency fund and food storage. Once this is filled, go on to your core assets.
Second, invest in their core asset. Once this is filled, go on to their “diversify” assets.
Third, invest in their diversify assets.