Financial Planning
Illustrate basic financial planning concepts and the benefits of getting an early start to your savings goals.
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Portfolio Management
Demonstrate the features and benefits of diversification. Compare different diversification and allocation strategies in action.
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Investment Performance
Show historical performance with compound growth charts, annual return charts, high/low charts, and long, medium-, and short-term comparisons.
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Investing and the Economy
Explain the influence of the economy on stock and bond performance or focus in on specific economic factors.
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