- Start investing
- Get an investment mind-set
1. Investing for Life
- How investing buys options
- Manage your risk over time
- Self-directed or managed account?
2. Why Build Your Investment Acumen?
- Goal setting for short and long term
- Live with opportunity cost
- Investments and assets on the risk spectrum
3. Move Your Investment Life Forward
- Investment accounts and tools
- Define and optimize your strategy
- Allocating your money
- Budgets: Save and grow
- How to select an advisor
4. Read Your Statements and Measure Progress
- Understand account statements
- Track progress vs. goals
- Track progress vs. indices and public data
5. Stay on Track: What Are Your To-Dos?
- Calculate fees: Follow the money
- Annual investing to-dos
- Revisit your property strategy
- What to do in a downturn?
- Keep your advisor or money manager relationship fresh