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Investor Education Packet
Financial Literature
The Commissioner’s Office is pleased to offer you quality financial literature from the Investor Protection Trust, and the editors of Kiplinger’s Personal Finance. The titles listed below represent the most prevalent investor education topics, and comprise our Investor Education Packet. You may download, and print your own copies, or view request packet and fill in the order sheet, and have full-color copies mailed to you. (Order up to three packets per request.)
Five Keys to Investing Success
Getting Help With Your Investments
Maximize Your Retirement Investments
Mutual Funds and ETFs Maybe All You’ll Ever Need
The Basics for Investing in Stocks

  • Five Keys to Investing Success 
    • Make Investing a Habit
    • Set Exciting Goals
    • Don't Take Unnecessary Risks
    • Keep Time on Your Side
    • Diversify
  • Getting Help With Your Investments
    • Do You Need a Financial Adviser?
    • Who's Who Among Financial Advisers
    • How to Choose an Adviser
    • Questions to Ask an Adviser
    • How to Open an Account
    • How to Handle Problems with Your Adviser
  • Maximize Your Retirement Investments
    • Three Key Rules
    • Choosing the Right Investments
    • Investing on Target
    • Best Places to Save
    • Getting the Money Out
    • Create an Income Stream
    • Protect Your Money: Check Out a Broker or Adviser
  • Mutual Funds and ETFs: Maybe All You’ll Ever Need
    • Mutual Funds: An Excellent Choice
    • The Different Types of Funds
    • How to Choose Funds
    • Assembling a Portfolio
    • Sources of Mutual Fund Information
    • Where to Buy Funds
  • The Basics for Investing in Stocks
    • Different Flavors of Stocks
    • The Importance of Diversification
    • How to Pick Stocks
    • Key Measures of Value
    • Finding Growth
    • When to Sell
    • Consider Mutual Funds