0.01HandoutWelcome to Money 101 Education
0.06HandoutSix Steps to Building Wealth
12.00HandoutInvestment Segment -Instructor’s Notes
12.01HandoutAsset Classes
12.02HandoutRecommended Asset Allocation (one file covering: Retirement, College Savings and Life Enhancement )
12.02aChartRecommended Asset Allocation for RETIREMENT funds
12.02bChartRecommended Asset Allocation for COLLEGE SAVINGS funds
12.02cChartRecommended Asset Allocation for LIFE ENHANCEMENT funds
12.03HandoutHow to put together a portfolio of stocks and bonds
12.05HandoutCash Instruments and FDIC Insurance
12.06ExampleBonds – How is Interest Paid on US Savings Bond Series EE
12.07ExampleBonds – How is Interest Paid on most Government and Corporate Bonds
12.08Exercise with AnswerHow can Sally sell her previously purchased bond when interest rates have subsequently increased?
12.09ExampleBonds – How the market value of a bond changes based on interest rates
12.10aExerciseBonds – Help Susan and Michelle find the appropriate price to sell their bonds
12.11HandoutBonds – What is the difference between Effective Duration and Effective Maturity
12.20FormTo record fund metrics as researched on Morningstar
12.21FormWhat do I own – analyzing a portfolio
12.22FormTo record fund metrics with ticker symbols supplied
12.25ExampleHow to rebalance a multi-fund portfolio
12.31HandoutWhat is a Financial Custodian? and how to choose one
12.32HandoutQuestions to ask your Financial Advisor
12.33ChartComparison of fund growth with or without Asset Under Management Fees
12.41ExampleHow do you read a 1099 for a taxable investment account?
12.42ChartHow are capital gains created even though the investor never sold the fund?
12.44HandoutWhat is a Morningstar Category
12.46HandoutETFs vs Mutual Funds what is the real difference?
12.53Chart10 year performance quilt by asset class updated through 2023
12.82ArticleMorningstar STAR ratings explained
12.83ArticleHow to research ESG funds – environmental, social and governance on Morningstar