Investing Unit 8: Summary

• Introduction
• Unit 1: Basic Building Blocks of Successful Financial Management
• Unit 2: Investing Basics
• Unit 3: Finding Money to Invest
• Unit 4: Ownership Investments
• Unit 5: Fixed-Income Investing
• Unit 6: Mutual Fund Investing
• Unit 7: Tax-Deferred Investments
• Unit 8: Investing Small Dollar Amounts

• Investing Tax-Deferred
• Buying Stocks
• Buying Fixed Income Investments
• Unit Investment Trusts
• Mutual Funds
• Summary
• Action Steps
• About the Author

• Unit 9: Getting Help: Investing Resources
• Unit 10: Selecting Financial Professionals
• Unit 11: Investment Fraud

• Study Guide
• Action Steps
• Monthly Investment Messages
• Glossary

You don’t need a last name like "Gates" or "Trump" to become an investor. What you do need are investments that make it easy to get started with small dollar amounts. This unit has reviewed a variety of options ranging from tax-deferred employer retirement plans and IRAs to conservative U.S. Treasury and Series EE savings bonds to growth-oriented stocks and stock index funds. There’s no time like the present to become an investor. Use the Shoestring Investment Comparison Worksheet to compare potentail investments. Follow the action steps and you’re on your way.

Shoestring Investment Comparison Worksheet

Work on the Action Steps now to get started.