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investment notes 9 25 07 - Personal Finance Investment...

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----------------------- Bonds, Stocks, mutual Funds Personal Finance 9-25-07 Investment Fundamentals The world has changed: YOU have become responsible. Retirement Planning College planning for children Estate planning for family Investing vs. Savings Bonds, stocks, and mutual funds are right above savings plan on financial pyramid. Must know right time in YOUR life to invest Know Yourself… Weekend spending Eating “out” Loaning money! When did you become the banker Relationships Emotional Spending After spending, I felt good. It helps me relieve tension.” Actions = Values STRESS!! What is your GOAL? When do you need the money? Short Term? (Use more secure plan)
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