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Investing
Wrap up: The Part of Tens! – Investing and Wealth Management
Wrap up: The Part of Tens! – Investing and Wealth Management
Curriculum
3 Sections
30 Lessons
10 Weeks
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Chapter 20: Ten Investing Obstacles to Conquer
20
1.1
Trusting Authority
1.2
Quiz for Trusting Authority
5 Questions
1.3
Getting Swept Up by Euphoria
1.4
Quiz for Getting Swept Up by Euphoria
6 Questions
1.5
Being Overconfident
1.6
Quiz for Being Overconfident
5 Questions
1.7
Giving Up When Things Look Bleak
1.8
Quiz for Giving Up When Things Look Bleak
6 Questions
1.9
Refusing to Accept a Loss
1.10
Quiz for Refusing to Accept a Loss
5 Questions
1.11
Overmonitoring Your Investments
1.12
Quiz for Overmonitoring Your Investments
5 Questions
1.13
Being Unclear about Your Goals
1.14
Quiz for Being Unclear about Your Goals
5 Questions
1.15
Ignoring Important Financial Problems
1.16
Quiz for Ignoring Important Financial Problems
5 Questions
1.17
Overemphasizing Certain Risks
1.18
Quiz for Overemphasizing Certain Risks
5 Questions
1.19
Believing in Gurus
1.20
Quiz for Believing in Gurus
5 Questions
Chapter 21: Ten Things to Weigh When Considering an Investment Sale
20
2.1
Remembering Preferences and Goals
2.2
Quiz for Remembering Preferences and Goals
5 Questions
2.3
Maintaining Balance in Your Portfolio
2.4
Quiz for Maintaining Balance in Your Portfolio
5 Questions
2.5
Deciding Which Ones Are Keepers
2.6
Quiz for Deciding Which Ones Are Keepers
5 Questions
2.7
Tuning In to the Tax Consequences
2.8
Quiz for Tuning In to the Tax Consequences
5 Questions
2.9
Figuring Out What Shares Cost
2.10
Quiz for Figuring Out What Shares Cost
5 Questions
2.11
Selling Investments with Hefty Profits
2.12
Quiz for Selling Investments with Hefty Profits
5 Questions
2.13
Cutting Your (Securities) Losses
2.14
Quiz for Cutting Your (Securities) Losses
6 Questions
2.15
Dealing with Unknown Costs
2.16
Quiz for Dealing with Unknown Costs
5 Questions
2.17
Recognizing Broker Differences
2.18
Quiz for Recognizing Broker Differences
5 Questions
2.19
Finding a Trustworthy Financial Advisor
2.20
Quiz for Finding a Trustworthy Financial Advisor
5 Questions
Chapter 22: Ten Tips for Investing in a Down Stock Market
20
3.1
Don’t Panic
3.2
Quiz for Don’t Panic
5 Questions
3.3
Keep Your Portfolio’s Perspective in Mind
3.4
Quiz for Keep Your Portfolio’s Perspective in Mind
5 Questions
3.5
View Major Declines as Sales
3.6
Quiz for View Major Declines as Sales
5 Questions
3.7
Identify Your Portfolio’s Problems
3.8
Quiz for Identify Your Portfolio’s Problems
5 Questions
3.9
Avoid Growth Stocks If You Get Queasy Easily
3.10
Quiz for Avoid Growth Stocks If You Get Queasy Easily
6 Questions
3.11
Tune Out Negative, Hyped Media
3.12
Quiz for Tune Out Negative, Hyped Media
5 Questions
3.13
Ignore Large Point Declines but Consider the Percentages
3.14
Quiz for Ignore Large Point Declines but Consider the Percentages
5 Questions
3.15
Don’t Believe You Need a Rich Dad to Be a Successful Investor
3.16
Quiz for Don’t Believe You Need a Rich Dad to Be a Successful Investor
6 Questions
3.17
Understand the Financial Markets
3.18
Quiz for Understand the Financial Markets
5 Questions
3.19
Talk to People Who Care about You
3.20
Quiz for Talk to People Who Care about You
5 Questions
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