Washington State Department of Financial Institutions

Investor Education Booklets

The following investor education booklets are available for free from DFI, in partnership with Kiplinger's Personal Finance magazine, the Investor Protection Trust and the American Library Association.

The booklets can be viewed online in PDF format* or you may order a booklet and have it mailed to you free of charge.

Five Keys to Investing Success

There really aren't any investment secrets. The methods employed by successful investors are well known. This booklet presents a bird's-eye view of five keys used by successful investors.

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The Basics for Investing in Stocks

No other investment available holds as much potential as stocks over the long run. This booklet will give you the knowledge you need to begin investing in stocks.

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A Primer for Investing in Bonds

Bonds can be an important part of your investment portfolio. This booklet provides a primer for those interested in bonds. It will teach you what bonds are, how they work, the different type of bonds, and more.

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Getting Help With Your Investments

Even the most knowledgeable investor needs help from an investment professional sometimes, even if that professional just handles a stock purchase. This booklet provides the information you need to find and work with reputable brokers and financial advisers.

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Mutual Funds: Maybe All You'll Ever Need

For individual investors who don't have a lot of time or money to devote to investing, mutual funds offer advantages that simply aren't available anywhere else. This booklet provides an overview of what mutual funds are, how to choose them, the advantages of investing in them, and more.

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Where to Invest Your College Money

Once you have decided to put money aside for college, it is important to determine where to save or invest it. This booklet introduces different college investment and savings vehicles.

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Maximize Your Retirement Investments

Deciding where to invest your retirement money is one of the more difficult decisions you will make. This booklet gives you an overview of different investment options to help you maximize your retirement portfolio.

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For additional information, visit our Saving and Investing Information page.

* This document is a PDF file, and you will need Adobe Acrobat Reader to view it. If you don't already have Acrobat Reader installed on your computer, you may download it for free from Adobe.