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This chapter offers a comprehensive overview of investment processes and how investing fits into one’s personal financial planning. Topics introduce the motivations and preparation associated with investing. You will understand why people decide to invest, how to determine your risk tolerance level, and how to calculate your net worth. The basics of the stock market, investing and retirement savings vehicles are also covered. Individual Retirement Accounts (IRAs), employer sponsored retirement plans, fundamental investment principles and how to compare options based on return on investment (ROI). You will be introduced to various asset classes and how they may fit into a diversified investment portfolio.
This chapter offers a comprehensive overview of investment processes and how investing fits into one’s personal financial planning. Topics introduce the motivations and preparation associated with investing. You will understand why people decide to invest, how to determine your risk tolerance level, and how to calculate your net worth. The basics of the stock market, investing and retirement savings vehicles are also covered. Individual Retirement Accounts (IRAs), employer sponsored retirement plans, fundamental investment principles and how to compare options based on return on investment (ROI). You will be introduced to various asset classes and how they may fit into a diversified investment portfolio.