"In his heart a man plans his course, but the Lord determines his steps."

Proverbs 16:9

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Nine Simple Steps

Nine Simple Steps

Phil's 9 Simple Steps will help you get a grasp on your financial situation by presenting the core topics in a simplified easy-to-understand way.

PowerPoint version
(17 animated slides)
9 Simple Steps Power Point

PDF version
(17 static slides)
9 Simple Steps PDF

Investing

Treasury Bills, Notes, Bonds Savings Bonds and I Bonds

Treasury Direct

Stocks, Bonds, Mutual Funds

MorningStar (mutual funds)
FundAlarm (mutual funds)
StockCharts (Technical Analysis)
Kiplinger's
SmartMoney

Index for mutual funds comparisons

Journal of Indexes
Fidelity
www.mscibarra.com

Risk calculation of portfolio

Portfolio Asset Allocation

Tax treatment of Options Investing

888options Tax Guide (pdf)

Instructional material - online

Investing.Rutgers.edu

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