18. Investments 2: Your Investment Plan

Investments 2: Your Investment Plan

Learning Outcomes

There are three objectives for this section:
A. Understand the Importance of Financial Goals and Know How to Set Them
B. Know How to Prepare a Personal Investment Plan and Understand Its Importance
C. Identify and Beware of Get-Rich-Quick Schemes

Chapter Reading

Please read the chapter on "Investments 2: Your Investment Plan" (PDF)


Slide Presentation

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





Here are the assignments for "Investments 2: Your Investment Plan"



The following learning tools may be helpful with this chapter:

Investment Plan Example

Investment Plan Example Instructions

Return Simulation for Asset Classes

After-Tax, Equivalent Taxable Yield, and After-Inflation Returns

Expected Return Simulation and Benchmarks


Additional Materials