1. What’s Next for Your Personal Financial Plan?

Identify additional factors that may affect your decision to invest in this corporation’s stock.

Develop a plan for monitoring an investment’s value once a stock is purchased.

Purpose: To identify a corporate stock that might help you attain your investment goals.
Financial Planning Activities: No checklist can serve as a foolproof guide for choosing a common or preferred stock. However, the following questions will help you evaluate a potential stock investment. Use stock websites on the internet and/or use library materials to answer these questions about a corporate stock that you believe could help you obtain your investment goals. This sheet is also available in an Excel spreadsheet format in Connect Finance.
Suggested Websites: finance.yahoo.com, marketwatch.com, money.msn.com

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1. What is the corporation's name? 2. What are the corporation's website address and telephone number? 3. Have you read the latest annual report and quarterly report? Yes No 4. What information about the corporation is available on the internet? 5. Where is the stock traded (NYSE or Nasdaq)? 6. What types of products or services does this firm provide? 7. Briefly describe the prospects for this company. (Include significant factors such as product development, plans for expansion, plans for mergers, etc.) Category 2: Dividend Income 8. Is the corporation currently paying dividends? If so, how much? 9. What is the dividend yield for this stock? 10. Have dividends increased or decreased over the past three years? 11. How does the dividend yield for this investment compare with other potential investments?