Investing Unit 9: Action Steps

• Introduction
• Unit 1: Basic Building Blocks of Successful Financial Management
• Unit 2: Investing Basics
• Unit 3: Finding Money to Invest
• Unit 4: Ownership Investments
• Unit 5: Fixed-Income Investing
• Unit 6: Mutual Fund Investing
• Unit 7: Tax-Deferred Investments
• Unit 8: Investing Small Dollar Amounts
• Unit 9: Getting Help: Investing Resources

• Investment Clubs
• Investing Resources
• Investing on the Internet
• Summary
• Resources
• Action Steps
• About the Author

• Unit 10: Selecting Financial Professionals
• Unit 11: Investment Fraud

• Study Guide
• Action Steps
• Monthly Investment Messages
• Glossary

Check off the steps after you have completed them.

Begin by reading the business and financial pages in the newspaper on a regular basis.

Subscribe to a personal finance magazine.

Find out if an investment club meets in your area and visit one of their meetings.

Read business and finance news on the Internet: Visit USA Today Money page www.usatoday.com/money or The Wall Street Journal Interactive www.wsj.com or Quicken www.quicken.com investments

Read a business or finance magazine on the Internet: Money magazine money.cnn.comor Smart Money www.smartmoney.com

Investigate mutual fund information online through resources such as Morningstar, the Mutual Fund Education Alliance, or Lipper Analytical Services.

Set up a “portfolio” online of stocks you own or are watching

Research a company or an industry online. Request information, such as the Annual Report, be sent to you in the mail or by e-mail. Search SEC’s EDGAR database for information about the company.

Go to the library and see if Value Line Investment Survey is available. Review the information on how to read Value Line pages and look up a company you are interested in knowing more about.