Where do
I place my money? Given my personal situation, what are my best
options? What guidelines can I use to help me to make the best
selections? 
A
Look at Yourself
What is your tolerance for risk? An exercise and discussion
involving a "risk profile." What is your comfort level? How much
of your retirement savings-investment dollars do you allocate stocks
or stock mutual funds, bonds?
Stocks
or Stock Mutual Funds
What are the advantages and disadvantages of owning just
individual stocks? or stock mutual funds? Why are most retirement
savers-investors in mutual funds? What do history and the experts
tell us?
Mutual Funds - Actively Managed, Passive
What are the advantages and disadvantages of each?
Basic
Mutual Fund Categories
Aggressive growth, Small Cap Growth, Growth, Growth and Income,
Equity Income, Balanced Sector. What are the advantages and
disadvantages of each?
Index Funds
What are they and why is a growing sector of the market? What
kinds of funds are there and how can they help you?
The Impact of "fees" on your returns
What is the cost of each fee with examples and exercises as the
their effect on your returns?
When Do
You Sell?
How long do you keep a fund? What questions- what criteria?
Bonds in
Your Portfolio
Advantages/disadvantages. What kinds and what can they do for
you at your state in life?
Asset
Allocation Strategies
Individual quiz, placement and discussion.
Do You
Want-Need Advice?
Why? If yes, where can you go, what can they do and how much
does it cost?
