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AIO Financial has updated their four ebooks. They are all free:
- Investing (the basics of how to invest)
- Sustainable, Responsible, Impact Investing (how to make an impact with your investments).
- Expat Financial Planners (financial planning for Americans living abroad).
- Inversiones (Investing eBook in Spanish).
AIO Financial is a fee only, independent, comprehensive financial planning firm. AIO Financial, LLC is registered with the SEC. They have five divisions with different specialties. There is overlap between the specialties. For example, AIO Financial has expat clients who are very interested in impact investing. However, each division has its own webpage and social media channels which primarily focus on their individual specialty:
- AIO Financial Planners (comprehensive financial planning).
- Impact Financial Planners (sustainable, responsible, impact investing – investing in line with your values).
- Expat Planners (financial planning for American living outside the US).
- AMA Financial Advisors (financial planning for the specific needs of Athletes, Musicians, Actors).
- Tus Financieros (financial planning for Spanish speakers in the US and abroad).
The following is a list of the chapters and sections in the Investing eBook. In this free eBook, you will learn about different types of investments, how to create a diversified portfolio, and the mechanics of getting started. You can download this eBook: here.
3.0 Investing Overview
4.0 Exchange Traded Funds
5.0 Mutual Funds
6.0 Individual Stocks
7.0 Individual Bonds
8.0 Alternative Mutual Funds
8.1 Long/Short Funds
8.2 Multi-Strategy Alternative Funds
9.0 Structured Products
9.1 Market Linked
9.2 Buffered Notes
9.3 Enhanced Return CDs
10.0 Illiquid Alternative Investments
10.1 Energy
10.2 Real Estate
10.3 Other
11.0 Options Trading
12.0 Steps to Investing
12.1 Liquidity Needs
12.2 Risk Tolerance
12.3 Diversification
13.0 Evaluating Investments
13.1 No Load Funds
13.2 Expense Ratio
13.3 Performance and Ratings
14.0 Example Portfolio
15.0 Investing Mechanics
15.1 Where to Invest
15.2 Consideration if Looking for an Advisor
15.3 Account Maintenance – Rebalancing
16.0 Resources
The following are the chapters in the Sustainable, Responsible, Impact Investing eBook. This eBook teaches you the different ways to make a positive impact in our world through your investments. It presents the basics of screening, shareholder advocacy and community investing. It gives real investment options so that you can get started. You can download this free eBook: here.
3.0 What is Socially Responsible Investing (SRI)
4.0 Growth of SRI
4.1 Degrees of SRI
4.2 Motivation for SRI
4.2.1 Avoiding Undesirable Companies
4.2.2 Political Tool
4.2.3 Specific Issues
5.0 Three Major Components of SRI
6.0 Screening
7.0 Shareholder Advocacy
7.1 Shareholder Advocacy Involvement by Fund
7.2 Major Initiatives
8.0 Community Investments
8.1 Community Development Financial Institution (CDFI) Structures
8.2 Community Investment Returns
8.3 Green & SRI Bonds
8.4 Alternative Investments
9.0 Evaluating Investment
9.1 No Load and I Class Funds
9.2 Mutual Fund vs ETF
9.3 Expense Ratio
9.4 Performance and Ratings
10.0 Steps to SRI
10.1 Liquidity Needs
10.2 Risk Tolerance
10.3 Diversification
10.4 SRI Questionnaire
11.0 Examples of Mutual Fund-ETF Investments and Performance
11.1 US Large Cap Growth
11.2 US Large Cap Value
11.3 US Large Cap Blend
11.4 US Mid Cap
11.5 US Small Cap
11.6 Developed Foreign
11.7 Diversified Emerging Markets
11.8 Bond Funds
11.9 Alternative Energy
11.10 Religious Funds
11.11 Other
12.0 Illiquid Alternative Investments
12.1 Energy
12.2 Real Estate
12.3 Other
13.0 Separately Managed Accounts
14.0 Example Portfolios
15.0 Investing Mechanics
15.1 Where to Invest
15.2 Consideration if Looking for an Advisor
15.3 Account Maintenance – Rebalancing
16.0 Resources
17.0 SRI Fund List
You can download any or all of our free eBooks at the following websites:
Investment ebook: https://aiofinancial.com/investing-book
Sustainable, Responsible, Impact Investing ebook IFP:
https://impactfinancialplanners.com/sriebook
Expat ebook: https://expatplanners.com/expatebook
Tus Financieros: https://tusfinancieros.com/libro-sobre-inversiones-grat/
Please contact us if you have any comments, questions or suggestions.
Thank you