Personal Investing
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Personal Investing
- 2. You can download this presentation at: www. L earning P resentation.com Visit www. L earningPresentation.com for more presentations on personal finance and investing
- 3. Step 1: Set your financial goals Step 2: Understand investment vehicles Step 3: Develop an investment strategy Step 4: Implement your strategy Step 5: Monitor the performance of your investments Personal Investing Steps
- 5. Your Time Investment Horizon The length of time that you have to reach your goal is considered by many advisors as the most important factor in determining which type of investment is best suited to meet that goal
- 6. Your Priority You must also prioritize your financial goals and decide which are necessary and which are merely desirable
- 10. The Bonds Corporate bonds U.S. government securities Municipal bonds Mortgage-backed securities
- 28. Source : Ernst & Young’s Personal Financial Planning Guide