Investing Unit 2: Action Steps

Image:Check.gif Action Steps – Check each action step as it is completed

Investing Action Steps

Image:Square.gif Review your current financial holdings and determine if they are in saving or investment vehicles.
Image:Square.gif Determine the rate of return for your current financial holdings.
Image:Square.gif Establish short-, medium-, and long-term financial goals for you and your family. Estimate the length of time between now and when you want to achieve each goal.
Image:Square.gif Complete the “What are Your Investment Preferences?” exercise to identify your characteristics and needs as an investor.
Image:Square.gif Set aside time each week to read one of the family financial magazines recommended in Unit 9.
Image:Square.gif Assess your interest, skill, and time to make decisions about your investment plan and portfolio. Proceed on your own or seek assistance.