Investing Unit 4: Action Steps

Personal Finance May 28, 2019 Print Friendly and PDF



Image:Check.gif Action Steps

Image:Square.gif Make a list of financial goals so you can match them with appropriate equity and other investments.
Image:Square.gif Read about equity investments in the financial press (e.g., business page of local paper).
Image:Square.gif Investigate equity investments (e.g., stock funds) available through employer plans [e.g., 401(k)].
Image:Square.gif Obtain additional investment information from Cooperative Extension or financial services firms.
Image:Square.gif Identify equity investments that match your goals and available cash flow.
Image:Square.gif Research these investments and compare at least three specific products (e.g., stocks).
Image:Square.gif Reduce household expenses to free up money to invest.
Image:Square.gif Calculate the percentage of your portfolio allocated to equity investments.

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This work is supported by the USDA National Institute of Food and Agriculture, New Technologies for Ag Extension project.