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Safe Investing Guide


Learn all you can about Investments...

Before Investing...

2007 Safe Investing Guide:

Some articles this Guide Includes are
Are you financially Fit?
Safe Investing ...at the click of a computer mouse
Tips to Steer Clear of Investor Fraud
  - Click here to download .pdf


2006 Safe Investing Guide:

Some articles this Guide Includes are
Advice for Delaware Investors
How To Spot and Avoid "Boiler Room" Scams
Get the Facts About Online Investing
   - Click here to download .pdf


2005 Safe Investing Guide:

Some articles this Guide Includes are
How to spot a con artist
The Investor's Bill of Rights
Understanding Brokerage Account Statements 
   - Click here to download .pdf


2004 Safe Investing Guide:

Some articles this Guide Includes are
Top 10 List of Scams, Schemes, and Scandals
Mutual Fund Shares
How to Save for College
    - Click here to download .pdf



Investing Articles

Read our online articles and Learn...

How's Your Financial Health?
Take our survey to see where you stand with your finances.

Monthly Income Pie Chart
- You can see at a glance our suggested spending plan.

A Delaware Voice Submission
- Let's Make a Difference, By: Vincent A. Schiavi, CFP®, CPA/PFS

Glossary of Investment Terms
- Excerpted from FINRA (Financial Industry Regulatory Authority), www.finra.org/index.htm

Foreign Exchange Currency Fraud Alert
-Beware of Foreign Currency Trading Frauds

Bogus "IRA Approved" Investment Schemes 
-Your retirement savings are in danger of being scrambled by investment schemes falsely promoted as "IRA Approved" or otherwise endorsed by the Internal Revenue Service (IRS)

Broker-Dealer Telephone Contact Notepad Form (.pdf) - (2 pages)
Too Good to Be True Investment Opportunities
Things to Consider in Selecting an Investment Professional
"Born Again" Crooks: How Con Artists Steal from the Faithful
The Educated and Informed Investor
Test Your Investment Savvy-- Take Our Investment Quiz!
Most Frequent Complaints and Violations of the Delaware Securities Act

External Publications

Other sites articles with great information...

Five Keys to Investing Success 
- a product of the Investor Protection Trust

http://www.investorprotection.org/pdfs/Five_Keys.pdf

The Basics for Investing in Stocks 
- a product of the Investor Protection Trust

http://www.investorprotection.org/pdfs/Stocks.pdf

Getting Help With Your Investments 
- a product of the Investor Protection Trust

http://www.investorprotection.org/pdfs/Getting_Help.pdf

The Basics of Saving and Investing
Investor Education 2020 - a product of the Investor Protection Trust

http://www.investorprotection.org/basics/Basics_Full.pdf

A Simple Guide to What Everyone Needs to Know about Money and Retirement
Author: Cindy Hounsell and Jeff Lewis  
Source
: Women’s Institute for a Secure Retirement

This guide will provide you with the basic information you need to know to start making decisions about your retirement. If you don’t have a retirement strategy yet, it’s time to get started. Use this guide to develop a plan for your retirement—then stick to it.

http://www.smartaboutmoney.org/nefe/uploadfiles/Simple%20Guide%20Money%20and%20Retirement.pdf

Planning for the Stages of Retirement
Source: Financial Planning Association

This brochure provides information on how to plan for retirement and various investment opportunities that can contribute to retirement funds.

http://www.smartaboutmoney.org/nefe/uploadfiles/Planning%20Retirement.pdf


 


Last Updated: Monday, 01-Oct-2007 13:16:14 EDT