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1 - Preparing to Invest
Introduction: Saving and Investing
Create a Budget—and Pay Yourself
Set Investment Goals
Establish an Emergency Fund
Choose Investments Wisely
Practice Good Habits
2 - Key Investment Concepts
Introduction
Return and Rate of Return
The Risk-Return Relationship
Time and Your Portfolio
Allocating Your Portfolio
Diversifying Your Portfolio
Rebalancing Your Portfolio
Dollar Cost Averaging
Investing Tax Strategies
3 - Bank Products
Safety in Banking: FDIC Insurance
Transaction Accounts
Deposit Accounts
International Remittances
Beyond Banking
4 - U.S. Treasury Securities
Treasury Debt
Marketable Securities: Bills, Notes, and Bonds
Investment Risk
Buying and Selling Treasuries
Using Treasuries
Nonmarketable Securities: Savings Bonds
5 - Common Types of Investments
Stock
Bonds
Mutual Funds
Exchange Traded Funds
Real Estate Investment Trusts
6 - Retirement Savings Vehicles
Individual Plans
Employer-Sponsored Plans
Small Business Plans
7 - Choosing the Right Investments
General Rules of Investing
Planning for Your Financial Goals
Investing for Short-Term Goals
Investing for Medium-Term Goals
Investing for Long-Term Goals
Your Risk Tolerance
Managing Your Portfolio
Investing in Your Twenties
Investing in Your Thirties and Forties
Investing in Your Fifties
Investing in Your Sixties and Beyond
8 - Managing Investment Risk
Why Take Risks?
Types of Investment Risk
Assessing Risk
Investing to Minimize Risk
Modern Portfolio Theory
Risk Protection
9 - Evaluating Performance
Yield
Return
Capital Gains and Losses
Tracking Performance
Reading Your Statement
Using Research
10 - Investment Professionals
Types of Investment Professionals
Choosing an Investment Professional
Checking an Investment Professional’s Background
Working with an Investment Professional
Discretionary vs. Non-Discretionary Accounts
11 - Safeguarding Your Investments
Recordkeeping
Protecting Your Investments
Investor Rights and Protections
Investment Scams
Filing a Complaint
12 - Worksheets
Retirement Savings Plans Tables
Goal Settings and Financial Planning
Net Worth
Investment Risks
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