Getting you started investing your hard-earned money wisely and well.
Helps the new investor find the right broker, the right investment types and the right way to trade online.
Putting your paycheck in a savings account is just not good enough for you and your money. You want to start doing more with your money, but you want to do so in a way that helps you make money and avoid headaches. The Basic Investing Kit from Socrates can help you become a successful investor. Whether you want to do it yourself or work with a broker, the tips and forms included can help increase your assets and make you a smarter money manager.
21 FORMS INCLUDED ALLOW YOU TO:
- monitor your bank accounts
- list certificates of deposit
- track your bond purchases
- hire a stockbroker
- summarize gains and losses
- play the money markets
- determine your net worth
TERMS AND CONDITIONS COVERED:
- understanding the time value of money
- planning a portfolio
- keeping records
- comparing types of investments
- trading online
- knowing your investment comfort zone
- choosing the right broker
All contents reviewed and approved by attorneys or industry experts.
