貴金屬投資技術(shù)分析英文版(10)(文件)
【正文】 Sources of Investment Information Objective 5: Use the various sources of financial information that can reduce risks and increase the investment returns ? The Inter ? A wealth of investment information is available ? View sites such as and ? Newspapers and news programs ? Business periodicals such as Smart Money and government publications ? Corporate Reports ? Investor services and newsletters, such as ValueLine or Morningstar and financial calculators 35 。Chapter 13 Investing Fundamentals Chapter 13 Learning Objectives ? Describe why you should establish an investment program ? Assess how safety, risk, ine, growth and liquidity affect your investment decisions ? Explain how asset allocation and different investments alternatives affect your investment plan ? Recognize the importance of your role in a personal investment program ? Use various sources of financial information that can reduce risks and increase investment returns 2 Preparing for an Investment Program Objective 1: Describe why you should establish an investment program ? ESTABLISHING INVESTMENT GOALS accumulating retirement funds enhancing current ine saving for major expenditures sheltering ine from taxes 3 Preparing for an Investment Program Objective 1: Describe why you should establish an investment program ESTABLISHING INVESTMENT GOALS ? Financial goals should be specific and measurable. To develop your goals ask yourself. . . ? What will you use the money for? ? How much will you need for your goals? ? How will you obtain the money? ? How long will it take you to obtain the money? ? How much risk are you willing to assume in an investment program? 4 Preparing for an Investment Program (continued) ? What possible economic or personal conditions could alter your investment goals? ? Given your economic circumstances, are your investment goals reasonable? ? Are you willing to make the sacrifices necessary to meet your investment goals? ? What will the consequences be if you don’t reach your investment goals? 5 Preparing for an Investment Program (continued) PERFORMING A FINANCIAL CHECKUP ? Work to balance your budget ? Do your regularly spend more than you make ? Pay off high interest credit card debt first ? Start an emergency fund you can access quickly ? Three to nine months of living expenses ? Have access to other sources of cash for emergencies ? Line of credit is a shortterm loan app
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