Tools & Resources

Booklets & Trifolds

IPI worked with Kiplinger’s Washington Editors and the Investor Protection Trust to draft seven investor education booklets as part of IPI’s ongoing investor education and protection programs. The investor education booklets cover the basics of several key investor topics such as stocks, bonds and mutual funds.

The booklets are designed for the beginning and intermediate investor, as well as the long-term investor who never learned the basics. Each booklet includes a glossary of terms used in the booklet and information on the role of State Securities Regulators and how to contact your Regulator. Each booklet has a complementary trifold brochure that summarizes its booklet. The trifolds are designed to be printed as 11 x 17 documents and folded to number 10 envelope size.

Five Keys to Investing Success

Make investing a habit
Set exciting goals
Don’t take unnecessary risks
Keep time on your side
Diversify

Booklet Trifold

The Basics for Investing in Stocks

Different flavors of stocks
The importance of diversification
How to pick and purchase stocks
Key measures of value and finding growth
When to sell
What’s your return?
Consider mutual funds

Booklet Trifold

A Primer for Investing in Bonds

How do bonds work, anyway?
How much does a bond really pay?
How to reduce the risks in bonds
Going the mutual fund route

Booklet Trifold

Mutual Funds and ETFs: Maybe All You’ll Ever Need

Mutual funds: The best investment
The different types of funds
How to choose funds and assemble a portfolio
Sources of mutual fund information
Where to buy funds

Booklet Trifold

Getting Help With Your Investments

Do you need a financial adviser?
Who’s who among financial advisers?
How to choose an advisor
5 questions to ask before you hire an adviser
How to open an account
What can go wrong
How to complain

Booklet Trifold

Where to Invest Your College Money

Where to Invest Your College Money

The basics of investing for college
Investing in a 529 plan
Locking in tuition with a prepaid plan
Other tax-favored ways to save
Tax credits for higher education
Save in your child’s name?

Booklet Trifold

Maximize Your Retirement Investments

Three key rules
Creating the right investment mix
Guidelines for saving at every life stage
Investing on target
Best places to save
Getting the money out
Creating an income stream
Protect your money: Check out a broker or adviser

Booklet Trifold