Section 3: Building an Investment Plan

3.1 Creating a Diversified Portfolio

• + Importance of diversification.
• + Asset allocation strategies.
• + Rebalancing your portfolio.

3.2 Choosing Investment Accounts

• + Taxable accounts.
• + Tax-advantaged accounts (401(k), IRA, Roth IRA).

3.3 Investment Strategies

• + Passive vs active investing.
• + Dollar-cost averaging.
• + Value investing, growth investing, income investing.