FINANCIAL ASSETS

Characteristics of Investments:

1. Rate of Return

2. Risk

3. Liquidity - how quickly the investment can be converted to cash.

4. Tax Breaks

FINANCIAL INSTITUTIONS

• begin saving as early as possible.
• invest in mutual funds to benefit from diversification.

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How to become a millionaire

U.S. Securities & Exchange Commission

• financial facts tool kit - helpful information, especially for first time investors

• mutual fund cost calculator - a tool for comparing mutual funds

The Dolans - wise financial management

The Investment FAQ - frequently asked questions about investments

• Mutual Fund basics
• Treasury bonds

bankrate.com - includes current interest rates for home mortgages, car loans, home equity loans, and certificates of deposit

Wall-Street.com - investment information

Financial Web - investment information

• stock tools

StockMaster - investment information

The Syndicate - investment news & information

• the Dow Jones Industrial Average - an explanation of this widely cited stock market index

NASDAQ - AMEX - stock market

Mutual funds glossary - from Merrill Lynch

Quicken.com - investment information

BigCharts - stock market charts

Charles Schwab - brokerage firm

Collectibles Currency Exchange - precious metals

Fidelity Investments - mutual funds

Janus - mutual funds

Merrill Lynch - brokerage firm

OLDE Discount Corporation - brokerage firm

S & P Personal Wealth

Salomon Smith Barney - brokerage firm

Nothing on this web site should be construed as a recommendation to buy or sell any financial assets or investments or to deal with any particular brokerage firm or other investment company.

E-mail Dr. Buck with your questions or comments.

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Copyright © 1999 by John B. Buck, Jacksonville University, Jacksonville Florida 32211

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