Investment Planning - National Guard Family Program

Introduction to Personal Finance
An Overview for State Family Program Directors, Wing Family Program Coordinators, and Families.

Introduction

Evaluating Your Situation

Budgeting & Debt Management

Goals & Plans

Insurance & Disability Planning

Investment Planning

Education Planning

Retirement Planning

Estate Planning

INVESTMENT

5.	Introduction
	5.1	Asset Allocation
	5.2	Diversification
		5.2.1	Stocks
		5.2.2	Bonds
		5.2.3	Money Market Investments
		5.2.4	Mutual Funds
	5.3	Risk
	5.4	Learning Check

5. Investment Planning – Introduction

Good investment planning can turn your goals from dreams into realities. This planning involves more than trying to pick the “right” investments.

How you allocate your money among different types of investments can have a greater effect on investment success than the individual investments you choose.

So, your first step in investing toward your goals is to work out an asset allocation for your investments.