Type in the keyword(s) to search for and click the SEARCH button.
• Exchange-Traded Funds: What You Need to Know
Sign up for email updates about new investor education content from AIE members.
Unsubscribe from AIE List.
MONITORING AND EVALUATING YOUR INVESTMENT PERFORMANCE: 10 OF THE BEST RESOURCES AND TOOLS FOR INVESTORS
22-Member Alliance Highlights Top Resources for Making Sure Your Investments Continue to Work for You
WASHINGTON, D.C.//September 27, 2012//If you have already implemented a financial plan that includes investing and saving, you are heading in the right direction for a secure financial future. But once you have started investing, what are the next steps to make sure your money grows? The nonprofit Alliance for Investor Education (AIE), a consortium of America's top regulatory, nonprofit and industry organizations focused on investor education, is now making available in one place the best online resources monitoring and evaluating investment performance.
The AIE's new "Monitoring and Evaluating the Performance of Your Investments" is available at http://www.investoreducation.org/investmentperformance.
AIE President Sue Duncan, who also serves as vice president of the Investment Company Institute Education Foundation (ICIEF), said: "Successful investors know how to do two things: they choose investments suited to their own circumstances; and then they monitor and make ongoing decisions about those investments, especially as their circumstances change. We hear a lot about how to make investment decisions on the front-end, but relatively little about what to do after that point. The Alliance for Investor Education wants to make sure all investors have access to the best tools for monitoring and evaluating their investments. It's the key to staying on track to meet your financial goals, including a secure retirement."
The new "Monitoring and Evaluating the Performance of Your Investments" section of the AIE Web site features the following 10 top resources for investors:
Evaluating Performance - Financial Industry Regulatory Authority.
Evaluating Risk in Your Portfolio - 360 Degrees of Financial Literacy/American Institute of Certified Public Accountants.
The Life Stages Series - CFP Board.
5 Keys To Investing Success - Investor Protection Trust.
Researching and Managing Investments - U.S. Securities and Exchange Commission.
The Balancing Act - North American Securities Administrators Association.
A Simple Valuation Spreadsheet - American Association of Individual Investors.
Option-Based Risk Management in a Multi-Asset World - Options Industry Council.
The Tax Benefits and Revenue Costs of Tax Deferral - Investment Company Institute.
Behavioral Finance: What Can Investors Learn From Their Mistakes? - CFA Institute.
For an overview of the rest of the best investor education resources on the Web from AIE members, go to http://www.investoreducation.org.
Founded in 1996, the Alliance for Investor Education Web site at http://www.investoreducation.org provides investors with access to a full range of information they need to make wise investment decisions. The 22-member Alliance for Investor Education is dedicated to facilitating greater understanding of investing, investments and the financial markets among current and prospective investors of all ages. We pursue initiatives for education and join with others to motivate Americans to obtain objective information and increase their knowledge and understanding of investing.
Full members of the Alliance include: American Association of Individual Investors, American Institute of Certified Public Accountants/360 Degrees of Financial Literacy, American Savings Education Council, CFA Institute, Certified Financial Planner Board of Standards, Inc., Employee Benefit Research Institute, Financial Industry Regulatory Authority, Investment Company Institute Education Foundation, Investor Protection Trust, Insured Retirement Institute, National Association of Real Estate Investment Trusts, National Endowment for Financial Education, National Futures Association, Options Industry Council, SIFMA Foundation, Securities Investor Protection Corporation, and the Society for Financial Education and Professional Development.
The U.S. Securities and Exchange Commission, U.S. Commodity Futures Trading Commission, the U.S. Federal Trade Commission's Bureau of Consumer Protection, the Board of Governors of the Federal Reserve System, and the North American Securities Administrators Association are the governmental and quasi-governmental advisors to the Alliance.
CONTACT: Ailis Aaron Wolf, for AIE, (703) 276-3265 or firstname.lastname@example.org.
Bond Price Tables
Bond Yield Calculator
Buying And Selling Bonds
Callable and Redeemable Bonds
Guide to Bond Basics
Reading Bond Prices
Smart Bond Investing
What Are Bonds?
Why Bond Prices Go Up and Down
401(k) Resource Center
An Investor's Checklist for Selecting a Professional Financial Advisor
Consumer Guide to financial Planning
FAQ on 529s
Free Credit Reports
Fundamentals of Saving and Investing
Get Smart About Your Money
Intro to 529 Plans
Managing The Relationship Between You and Your Advisor
MoneyTrack TV series
Roth Vs. Traditional IRAs
Social Media and Investing
Women and Pensions - What Women Need to Know and Do
An Online Learning Guide to Trading Futures
A Guide to the Language of the Futures Industry
Background Affiliation Status Information Center (BASIC)
Basics of Futures Trading
Forex Fraud Warning
Forex Online Learning Program
Forex: What Investors Need To Know
Single Stock Futures
Arbitration and Mediation
State Securities Agencies
What is a CFA Charterholder?
12 Common Investor Errors
Ahorrando para el futuro
Defining Investment Objectives
Investor 'Survival Skills' Lacking
MoneyTrack TV series
Opening a Brokerage Account
Saving for Retirement
A Guide For Investors
Closed End Funds
Figuring out Your Mutual Fund Portfolio
Mutual Fund Breakpoints
Mutual Fund Expense Analyzer
Mutual Fund Fees
Socially Responsible Mutual Funds
Avoiding Investment Fraud and Abuse
Investing Basics for Older Americans
Itís Never Too Late To Save
Planning for Stages of Retirement
Reaching Retirement Goals
Retirement Catch-up for Late Starters
Senior Investment Resources
Threats to Senior Investors
Top Ten Ways To Beat The Clock And Prepare For Retirement
What To Know About 'Senior Specialists'
Language of Options
Options Basics Course
Consumer Guide to Financial Self-Defense
Cross-border Online Fraud
Donít Become a Victim of Investment Fraud
Elder Investment Fraud
Know the Signs of Fraud
Opportunities & Risks
Poaching Veteransí Pensions
Protecting Online Brokerage Accounts
Scams and Swindles
Social Networking Fraud
Top 10 Scams
What You Can Do to Avoid Investment Fraud
Analyzing Analyst Recommendations
Hedge Funds: Are They Right for You?
What is a hedge fund?
What Steps You Should Take When Your Stock's Price Falls
Economic History in the U.S.
Financial Workshop Kits
Fraud Scene Investigator
NEFE High School Financial Planning Program
NYSE Teacher Workshop
Teacher CARE Package
529 Savings Plans
Avoiding Identity Theft for College Students
Fraud Scene Investigator
Just Starting Out
Kid's Savings Calculator
Kid's Savings Game