3. Investments 2: Application

Investments 2: Beginning Investing - Application

Learning Outcomes

There are three objectives for this section:
A. Understand and Use the Priority of Money
B. Understand the Risks and Benefits of the Major Asset Classes
C. Understand the Risk and Return History of the Major Asset Classes

Properly prepare yourself to invest and understand what you will be investing in before you begin your investment program; these are important keys to success.


Chapter Reading

Please read the chapter on "Investments 2: Beginning Investing - Application" (PDF)


Slide Presentation

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Here are the assignments for "Investments 2: Beginning Investing - Application"



The following learning tools may be helpful with this chapter:

Investment Plan Example

Risk-Tolerance Test

Roth Versus Traditional: Which is Better?

Return Simulation Spreadsheet

Expected Return Simulation and Benchmarks


Additional Materials

Optional Readings:

A Banker's Dozen: Guidelines for Wise Investing

Greed, Selfishness, and Overindulgence