MAKING INVESTMENTS

Local Investing Resources

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Basic Rules of Due Diligence

Basic Rules of Due Diligence

Good investment decision-making begins with knowing and following a few basic principles: Define your financial needs, goals, and risk tolerance, and only make investments that are a good match for you. We explore how to do this in greater depth in the next section,...

How Much Should I Invest?

How Much Should I Invest?

Before talking to your first investment prospect, evaluate your personal financial situation and set guidelines for the types of investments that will help you meet your needs and goals, and honor your values, while staying within your tolerance for risk. Financial...

How to find Investment Opportunities

How to find Investment Opportunities

Local investment securities vary significantly in how and to whom they are offered, advertised, and sold: Private Offerings: generally not advertised, not as heavily regulated by governments, and arranged directly between the parties. The vast majority of local...

Evaluating Local Investments

Evaluating Local Investments

The Due Diligence Process Now that you have assessed your financial situation and written down your investing rules, you are ready to start evaluating investments to learn if they are a good fit for you. That process begins with gathering information on a potential...