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Benefits Officers Training and Development Group Savings Education

Resources From The Securities and Exchange Commission

 

The U.S. Securities and Exchange Commission provides a variety of resources for investors. See their Investor Information for advice and solutions to any problems or questions you may face as an investor.

Savings

Sometimes financial planning can seem overwhelming and confusing on where to start. Follow the SEC's Roadmap to Saving and Investing to get started on the road to savings, or call 1-800-SEC-0330 for a free copy of Get the Facts on Saving and Investing.

How much do you know about Saving and Investing? Test yourself with the SEC's Test Your Money Smarts Quiz. You'll find an interactive online version and a printable pdf version at http://www.sec.gov/investor/tools/quiz.htm. You can find several other Interactive Tools for Investors at www.sec.gov/investor.tools.shtml.

 

Financial Planning

See the Financial Facts Tool Kit to help get you started on becoming financially fit. This collection of publications on a variety of financial planning and investing topics comes from partners in the Facts on Saving and Investing Campaign. A listing of campaign partners is provided.

Investments


Ask Questions, a brochure from the Securities and Exchange Commission, suggests what questions you should ask about your investments and the people who sell them to you. Call 1-800-SEC-0330 to request a free copy, or view the complete list of SEC Online Publications for Investors on their website at www.sec.gov/investor/pubs.shtml.

Trying to decide which mutual fund to buy? To consider costs and fees, use the SEC's interactive online Mutual Fund Fee Calculator.

 

Fraud

Information about how to avoid Internet Investment Scams and How to Use the Internet to Invest Wisely, is on the SEC's Web site at: www.sec.gov/investor/pubs/cyberfraud.htm.

Do you have a complaint about your investments or the person who sold them to you? Call 1-800-SEC-0330 to find out how to voice your complaint or send an e-mail to help@sec.gov.