Financial Planning and Investing: Putting Investments Into Groups

Welcome to the “Financial Planning and Investing: Putting Investments into Groups” lesson, which is all about breaking stocks and bonds into different groups based on certain criteria. This lesson is the 10th of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. Learning the investment groups in this lesson will make investing easier as these groups then tend to have their own unique return and risk profile. Once viewers learn about the few groups, then the goal is to combine them in a way that is right for their money goals.