9. Investments 8: Picking Financial Assets

Investments 8: Picking Financial Assets

Learning Outcomes

There are four objectives for this section:
 
A. Explain Why You Should Wait to Purchase Individual Stocks
B. Know How to Find Information on Mutual Funds and Stocks
C. Describe How to Pick a Good Mutual Fund
D. Explain the Value of Purchasing an Index Fund or Exchange Traded Fund (ETF)
 

Chapter Reading

Please read the chapter on "Investments 8: Picking Financial Assets" (PDF)

 

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

 

Video

NOTE: Information for this chapter is included as part of the video used in the chapter on Investments 6: Mutual Fund Basics.

 

Assignments

Here are the assignments for "Investments 8: Picking Financial Assets"

 

Tools

The following learning tools may be helpful with this chapter:

Using Morningstar to Select Funds

Key Sources of Financial Information

Investment Process Spreadsheet

 

Additional Materials