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Bess’s Investment Strategy

Save and Invest

 

Plan Your Investment Strategy

Using Bess’s investment strategy below (or another) as an example, complete your own online, or download a PDF. List the investment options you are going to learn more about and weigh them against your wealth-creation goals, time frame and risk tolerance.

web pdf

Complete your own online


Learn how the other people of Building Wealth planned their investment strategies.


Bess’s Investment Strategy

1.
Avoid putting my money in any long-term investment that I can’t get to in an emergency.

2.
Keep my money safe and steer clear of any risky money deals; meet with a reputable financial counselor to discuss my options.

3.
Consider putting money I won’t need near-term in U.S. savings bonds.


Back to Chapter 3

From Chapter 3: Save and Invest