Publications

Investments

Type
Link
Cost
Paid
Published
1981
Updated
2020
Full Name
Investments: An Introduction

Investments: An Introduction provides students with today’s most important investment topics from the perspective of an individual financial planner. It teaches students how to function as active portfolio managers and manage their own assets or function as passive investors, letting others manage their portfolios. This book’s inviting and comprehensive approach to investments clearly guides students from fundamental principles and topics covered in the investing section on the CFP® exam through more advanced material.

  • Investments: An Introduction highlights how to make solid investment decisions with an overview of today’s most pertinent investment opportunities and challenges. 
  • It highlights the latest changes in taxation and investment planning prompted by the 2018 Tax Cuts and Jobs Act (TCJA). 
  • It offers expanded coverage of stock valuation ratios, stock repurchases, and dividend payments and emphasizes how to apply what you’ve learned to daily decisions.