Investor Preparedness Checklist
- Free
- No Reviews
- 0 Favorites
INVESTOR PREPAREDNESS CHECKLIST is designed to help you prepare for your financial future. It includes eleven tips, such as start early, identify goals, create a plan, pay off high interest debt, participate in a 401(k), do a background check on your investment professional, research investments thoroughly, diversify, and understand risk tolerance and the impact of fees.
- Provider
- U.S. Securities and Exchange Commission (SEC)
- Price
- Free
- Published / Released Year
- 2021
- Format and Delivery
- Online Accessible
- Resource Type
- Information
- Target Audience
- High School, College/Postsecondary
- Languages
- English
- Jump$tart Standards
- Yes
No Reviews Found
-
CRYPTO ASSETS is a collection of resources and videos designed to help people decide whether crypto investments are appropriate for them. Topics include how those who are offer crypto investments may not be in compliance with federal securities laws, and how crypto investments can be speculative, risky, and volatile, and might even be a scam.
-
INVESTOR.GOV is a resource to help you learn how to make sound investment decisions and avoid fraud. Page titles include Introduction to Investing, Research Before You Invest, and Protect Your Investments. Also included are links to FINRA's BrokerCheck system and to investor complaint and questions forms.
-
ROADMAP TO SAVING AND INVESTING is a downloadable webpage that outlines steps to help you define and meet your financial goals. It includes setting goals, paying off credit cards, saving for a rainy day, diversifying investments, gauging risk tolerance, and understanding investment options.
-
MUTUAL FUNDS AND ETFs: A GUIDE FOR INVESTORS is a brochure that explains how mutual funds and ETFs work, what factors to consider before investing, and how to avoid common pitfalls. While they can offer diversification and professional management, they also involve risk and returns can be diminished by fees and taxes.
No Comments Found