The First Time Investor's Workbook
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A practical, hands-on guide designed to help new investors bridge the gap between learning and action. Packed with worksheets, templates, checklists, and examples, it empowers readers to build an investment plan on paper—focusing on their personal goals, risk tolerance, and strategy—before committing any real funds.
Key Features
• Journal-style exercises: budget planning, risk assessments, and portfolio mapping
• Step-by-step drills like the “Lifeboat Drill” to define tolerance and investment personality
• Guidance on where and how to buy stocks, mutual funds, and ETFs
• Illustrated worksheets and charts to track progress and decisions
• Glossary of key financial terms and tools like the Investment Policy Statement (IPS)