Managing Your Personal Investments

Learn your investment options and how to create your own intelligent investment plan.

Introduction

• Taking control of your investments

1. Why Invest?

• Buying options in life
• Time value of money
• Compound interest and investing
• Understanding investments and taxes

2. What Is Investing?

• Creating an investment roadmap
• Setting goals and your risk tolerance
• The five building blocks of the stock market
• Cash and equivalents in your portfolio
• Utilizing bonds in your portfolio
• Investing in stocks
• Investing in funds and ETFs
• Insurance products investments

3. How Do I Invest?

• Managing risk
• Building a balanced portfolio
• Identifying market value
• Building money muscles
• Measuring your progress

4. Where to Invest?

• The spectrum of investing
• Managing your investments
• Advisor options
• New player options

Conclusion

• Becoming a confident investor