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

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