Investing
Our goal in this section is to help you feel confident in managing your money in the way that best fits you and your goals.
In this section, you will look at asset classes, markets and investment vehicles, risk and diversification, risk profiles, building a portfolio, and understanding fees.
Asset classes
What are asset classes - cash, bonds and stocks.
Asset classes - What are asset classes - cash, bonds and stocks.
Financial ratios - Comparison of the most common financial ratios.
Markets and investment vehicles
Overview of financial markets, indices, sectors and investment vehicles.
Stock markets - Summary of top stock markets around the world and associated indices.
Mutual funds - What are mutual funds? Type, holdings, risk, income.
Equity indices - Types of equity indices.
Risk and diversification
Risk types and methods of diversification to help manage investment risk.
Risk profiles
Understanding investor risk profiles and methods to determine risk tolerance.
Investor risk profile questionnaire - Supplemental handout to determine personal risk tolerance profiles.
Building a portfolio
Investor discovery, policy statement, implementation and review.
Understanding fees
Discussing commission and fee-based account fees and mutual fund fees.
