Investments Starter Kit

Open the door to your financial future with Plano Public Library.

Plano Public Library offers everything you need to learn a new skill, develop a new hobby, and pursue a new career. This month’s Starter Kit will offer you everything you need to begin exploring investments and your financial future.


Upcoming Events

Join us for this exciting library program to explore investment resources!

A Plan for My Money (All Ages)

Ever wonder how money works? Join us for activities about earning, spending, and saving your money.

This program will be held at Parr Library on Saturday, April 2 at 2pm. Come 30 minutes beforehand to pick up your free ticket.


Introduction to Value Line (Adult)

Learn how to access Value Line and use it to evaluate stock trading information.

This program is held virtually on Monday, April 4 at 1pm. Register through our online calendar or view the program recording starting a week later.


Building Wealth – Beginner’s Guide (Teen, Adult)

Secure your financial future by taking control of your financial choices. You can create personal wealth and meet your financial goals by using basic concepts to launch you towards the future you want.

This program is held virtually on Tuesday, April 5 at 7pm. Register through our online calendar or view the program recording starting a week later.

This program will also be held at Parr Library on Saturday, April 9 at 3pm. Come 30 minutes beforehand to pick up your free ticket.


Books
Adult

Broke Millennial Takes On Investing: A Beginner’s Guide to Leveling Up Your Money by Erin Lowry: Millennials want to learn how to start investing. The problem is that most have no idea where to begin. There’s a significant lack of information out there catering to the concerns of new millennial investors. Erin Lowry answers those questions and delivers all of the investment basics in one easy-to-digest package. Tackling topics ranging from common terminology to how to handle your anxiety to retirement savings and even how to actually buy and sell a stock, this hands-on guide will help any investment newbie become a confident player in the market on their way to building wealth. | eBook |

Non-Consensus Investing: Being Right When Everyone Else Is Wrong by Rupal J. Bhansali: At a time when many proclaim the death of active investing, Rupal J. Bhansali, global contrarian, makes a clarion call for its renaissance. Non-consensus thinking has resulted in breakthrough successes in science, sports, and Silicon Valley. Bhansali shows how to apply it to the world of investing to improve one’s odds of achieving above-average returns with below-average risks. Her upside-down investment approach focuses on avoiding losers instead of picking the winners, asking the right questions instead of knowing the right answers, and scoring upset victories to achieve the greatest bang for one’s research buck. | eBook |

More Straight Talk on Investing: Lessons for a Lifetime by John J. Brennan: This a comprehensive, but approachable book will help you develop the knowledge, confidence, and discipline to navigate the financial markets and attain investment success over the long term. While the financial planning and investing principles covered are timeless, a considerable amount has changed in the nearly 20 years since the first edition, including new products and services, lower costs, and ever-evolving regulation and legislation. An entire generation of investors has come of age over the past two decades and could benefit from understanding that sound and sensible investing is an effective way to achieve financial security. | eBook |


Junior

Investing Your Money by B.J. Best: Find out what stocks and bonds are all about! Take your first step onto Wall Street and learn the basics in this fun introduction to investing. | Print |

The Kids’ Money Book: Earning, Saving, Spending, Investing, Donating by Jamie Kyle McGillian: It’s dollars and sense! If the only thing your children know about money is how to spend it, it’s time to teach them a different lesson. This revised and updated edition of Jamie Kyle McGillian’s thorough financial guide for kids now features the latest information and fresh, fun new illustrations. It explains how to create a budget, make big bucks, invest your earnings, and donate to charity. | Print |

Investing by Jessica Morrison: Knowledge of basic money matters is key to financial security. Everyday Economics provides the foundation for understanding money management. What are the advantages of investing money? What is the stock exchange? These questions and more are answered in Investing. In addition, readers will learn about interest and the types of investments provided by different companies. | Print |


Online Materials
The Great Courses via Kanopy

Understanding Investments – Learn how to invest with skill and confidence so you can achieve your financial goals. Economist and Professor Connel Fullenkamp explains the fundamentals of investing to those new to the subject while broadening and deepening the knowledge of more experienced investors.

The Art of Investing – Business school professor and portfolio manager John Longo conducts you through the life stories of over 30 men and women including Warren Buffett, Peter Lynch, and George Soros, who have built spectacular fortunes through investing. Each lecture focuses on a single approach, such as value stocks, growth stocks, mutual funds, and hedge funds.

LinkedIn Learning

Managing Your Personal Investments with Jane Barratt – Learn how to invest your money and make it work harder for you. In this course, investment advisor Jane Barratt dispels the myth that investing is just for retirement. In fact, intelligent investing is critical to long-term financial well-being—and pays higher dividends than simply saving money alone.

Investment Evaluation with Yash Patel – So you want to start saving money and investing in your future. How do you make sure you make smart decisions? While there is always an element of risk when it comes to investments, you can make more informed choices with some simple statistical techniques. This course teaches the basics you need to evaluate opportunities and get the most value out of every dollar. Instructor Yash Patel is passionate about empirical and data-driven decision making, and here he turns its power on the world of finance. Learn about the components of an investment and fundamental concepts such as time value, opportunity cost, and the difference between capital and wealth.

Developing Investment Acumen with Jane Barratt – Interested in learning more about how your investments actually work? In this course, Jane Barratt focuses on practical, actionable investment strategies that can help busy professionals improve their portfolio and personal net assets on an ongoing basis. Jane builds upon basic investment concepts, equipping you with the knowledge and skills you need to make your money work for you. Key topics covered throughout the course include risk (and how it changes over your life), how to define an investment strategy that’s right for you, asset classes and how they can fit together, how to decode your account statements, and specific to-dos that can help you move your investments forward.

Other Online Resources

Morningstar Investment Research Center – Investment resource specialized in fund investing. Offers news, commentary, fund information, tutorial, tools and forums. Publishers of annual reports and more

Value Line – Provides information to help you evaluate 3,500 of the most actively traded stocks in more than 100 industries, representing 95% of the daily US trading volume.


We hope this resource list is beneficial to your personal and professional goals. View other Starter Kit blog posts to explore more ways to enrich your life. You can find all of this and more at your local Plano Public Library

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