Investment in different vehicle types
This section is about the investment that an investor can make. It talks about what kind of investments are available, how they work and where they are more profitable. First, it lists the different vehicle types an investor can invest in: stocks, bonds, mutual funds and real estate. Then it reviews their pros and cons respectively. Since different investors need to use different investment vehicles to meet their needs and goals, this section serves as a reference for which types to invest in based on your specific needs and goals. Section 4 is Your Personalized Recommendations. The fourth section is your personalized recommendations, where you take a brief look at the different investment vehicles that are mentioned in the first three sections, and then you’re provided with your personal customized recommendation for which type of investment to use due to your specific needs and goals.The Recommendations Given for Section 4: Pick as many as you like from section 1, 2 and 3 of the checklist and add them together from