- 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
Investments 8: Picking Financial Assets
Title: Investments 8: Picking Financial Assets
Course Description: This is the eighth section of an advanced course on investing. It discusses why you should wait to purchase individual stocks until your portfolio has grown in value, where to find important information on mutual funds and stocks, what makes a good mutual fund, and, finally, index funds.
Difficulty Level: Advanced. This course is recommended for individuals with some college experience and some math ability. You should also have a good understanding of the time value of money.
Time to Complete: To complete this section will take about an hour.
Prerequisites for this Course: None. I recommend you first complete the courses on Another Perspective on Wealth; Time Value of Money 1; Time Value of Money 2; Investments 1: Before You Invest; Investments 2: Your Investment Plan; and Investments 7: Building Your Portfolio.