After completing this lesson, participants should be able to:

•Explain the level of risk and potential return for various investment options

•Compare and contrast different asset types and investment vehicles, including levels of risk and rates of return

•Relate the market indexes to investment performance

•Describe how various assets function in your investment portfolio

•Identify where to locate appropriate, trustworthy investing products

•Analyze factors affecting the rate of return on investments

•Describe the various resources available for researching investment options

•Identify the impact of fees on investments