Advisor Information Packet

Operational Materials

Advisor Companion – Section 1
Advisor Companion – Section 2
Advisor Companion – Section 3
Advisor Companion – Section 4
Advisor Checklist
How Do I Begin?
Rules to SMG
How to Enter a Trade
Trading Guidelines and Info
Anatomy of an SMG End-of-Day Trade
First Steps to Solving Portfolio Mysteries
Top 2000 Valued Companies with Ticker Symbols
Teacher’s Guide to the Media

Educational Materials

Super Bowl Investing - High School Level
Suggested Lesson Plans
Student Agreement
Letter to Parents
Intelligence Test
SMG Rules Quiz
SMG Test
SMG Test Answers
SMG Test2 with Answers
Why Should I Invest?
Stock Selection Criteria Descriptions 1
Stock Selection Criteria Descriptions 2
How to Read a Stock Table
Stock Table Quiz
Selling Your Stock Short
Short Sell Skit
Portfolio Diagrams
The Long or Short Position
Meeting the Margin
Elements Involved in Making a Trade
Math – Fractional Parts of a Dollar
Math – I Just Spent How Much
Math – Profits and Stocks
Math – Sell Sell Sell
Ticker Tales Descriptions
--A Ticker’s Story
--The Lost Stock
--Sweet Earnings
--Margin the Kid
--Short Story
--Jack and the Beans Talk
--Bananas and Splits
--A Stock Market Mystery
--Going Public
--The Long Haul
Compound Interest
Investment Tips for Fun
Today’s Stock Market Report -- Fun
Stock Broker Presentation
Bulletin Board Ideas