Introduction
Start investing
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Get an investment mind-set
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1. Investing for Life
How investing buys options
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Manage your risk over time
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Self-directed or managed account?
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2. Why Build Your Investment Acumen?
Goal setting for short and long term
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Live with opportunity cost
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Investments and assets on the risk spectrum
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3. Move Your Investment Life Forward
Investment accounts and tools
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Define and optimize your strategy
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Allocating your money
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Budgets: Save and grow
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How to select an advisor
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4. Read Your Statements and Measure Progress
Understand account statements
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Track progress vs. goals
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Track progress vs. indices and public data
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5. Stay on Track: What Are Your To-Dos?
Calculate fees: Follow the money
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Annual investing to-dos
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Revisit your property strategy
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What to do in a downturn?
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Keep your advisor or money manager relationship fresh
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Glossary_DevelopingInvestmentAcumen.zip
(100 KB)
Ex_Files_Developing_Investment_Acumen.zip
(82 KB)