8. Investments 1: Principles

Investments 1: Beginning Investing - Principles

Learning Outcomes

There are two objectives for this section:
A. Recognize the Ten Principles of Successful Investing
B. Understand the Investment Hourglass

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 1: Beginning Investing - Principles" (PDF)


Slide Presentation

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



We are currently preparing the video for this chapter.



Here are the assignments for "Investments 1: Beginning Investing - Principles"



The following learning tools may be helpful with this chapter:

A Risk-Tolerance Test

Key Questions on Money in the Family


Additional Materials

Optional Readings:

A Banker's Dozen: Guidelines for Wise Investing

Greed, Selfishness, and Overindulgence