2. Investments 1: Before you Invest

Investments 1: Before you Invest

Learning Outcomes

There are four objectives for this section:
 
A. Know the Steps You Should Take Before You Invest
B. Recognize the Ten Principles of Successful Investing
C. Understand the Risks and Benefits of the Major Asset Classes
D. Understand the Risk and Return History of the Major Asset Classes
 

Chapter Reading

Please read the chapter on "Investments 1: Before You Invest" (PDF)

 

Slide Presentation

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

NOTE: A slide presentation with Questions and Answers regarding investments can be found on the page for Investments 9

 

Video

 

Assignments

Here are the assignments for "Investments 1: Before You Invest"

 

Tools

The following learning tools may be helpful with this chapter:

Investment Plan Example

Investment Plan Example Instructions

A Risk-Tolerance Test

Key Questions on Money and Relationships

 

Additional Materials