CHAPTER 3

Your Financial Foundation: Master Some Core Principles
This section provides workbooks, demos, and calculators to help you determine how much money you have and how much you need. It delves into how to research both fixed income and stock holdings. And, because asset allocation is such an important part of successful investing, it provides links to a range of portfolio-allocation models that help you build your own Investment Policy Statement. The Dig Deeper section provides a short list of books, websites, and resources that strengthen your personal-finance and investment muscles.

CHAPTER 3

Your Financial Foundation:
Master Some Core Principles
This section provides workbooks, demos, and calculators to help you determine how much money you have and how much you need. It delves into how to research both fixed income and stock holdings. And, because asset allocation is such an important part of successful investing, it provides links to a range of portfolio-allocation models that help you build your own Investment Policy Statement. The Dig Deeper section provides a short list of books, websites, and resources that strengthen your personal-finance and investment muscles.