Resources

Modules in our Local Investors resource area:

• Getting Started
• Making Investments
• Managing Your Portfolio

Find a local investing group near you:

• Local Investing Group Directory

Due Diligence Tutorials:

• Due Diligence for Local Investors Video Series  6 short videos explaining how to conduct due diligence before making an investment
• The 5 Cs of Credit  Investopedia’s overview of character, capacity, capital, collateral, and conditions

Financial Analysis (all resources courtesy of Investopedia, LLC):

• Fundamental Analysis  A method for measuring a security’s intrinsic value
• Reading the Balance Sheet  An overview of how a balance sheet is structured and how to analyze one
• Understanding the Income Statement  Recommendations for interpreting a crucial document related to a company’s profitability and future growth
• 12 Things You Need to Know About Financial Statements  Useful tips for making sense of balance sheets, income, and cash-flow statements
• 6 Basic Financial Ratios and What They Reveal  How to understand some important relationships among figures found within financial statements

Self-Directed IRA Resources:

• Self-Directed IRAs and the Slow Money Investor  A post offering insights about self-directed IRA custodian firms by Michael Kuntz of Slow Money Northern California