Articles by Lori Schock, former Director of the SEC’s Office of Investor Education and Assistance. This page and its contents are no longer being updated and may include information that is out-of-date. However, the content may be useful background information or provide historical perspective.
Former Director Lori Schock's Articles
Investing Basics
- Ten Building Blocks to Building Wealth
- Finfluencers, Celebrities, Social Media: Should You Listen To Them?
- Free Money!
- Loud Budgeting May Help You Stick To Your Saving and Investing Plan
- Vision Board: Invest for Your Future
- Which Investment Professional is Best for You?
- The Fuss About Fees
- Don’t Panic, Plan It!
- “Say NO GO to FOMO”
- Is It Time to Rebalance Your Investment Portfolio?
- Women Can Level the Playing Field in Investing
- Investing Is a Lot Like Football - Both Need a Strong Playbook to Be Successful
- It’s Tax Time: Getting a Tax Refund? Consider Investing It.
- What do Online Shoppers and Investors Who Use Robo-Advisers Have in Common?
Investor.gov Resources
- April Showers Bring May Flowers: Plant Seeds and Watch Them Grow By Creating a Saving and Investing Plan for Your Financial Future
- Is Investing For Your Future On Your Holiday Gift Wish List?
- Top 10 New Year’s Investing Resolutions
- It’s Awards Season; And, the Winners Are…
- Learn the ABCs of 529 Education Savings Plans
- You Help Others, so Help Yourself by Learning about Your Retirement Options
Avoiding Fraud and Risk
- Relationship Investment Scams – Starts With “Hello,” But Could End With Saying “Goodbye” to Your Money
- Trick or Treat? Don’t Get Tricked When It Comes To Investing For Your Future
- Unsolicited Investment Pitches: Don’t Answer! Hang Up! Delete!
- Private Property: Keep Out! Protect Your Online Investments by Taking Control of Your Personal Information
- Don’t Make the Same Mistakes Over and Over Again
- Thinking of Day Trading? Know the Risks.
- Don’t Fall For “All or Nothing” Investment Schemes
- Interested in Crowdfunding? Be Safe When Looking at SAFEs
- A Call to APS Workers to Identify and Report Investment Fraud Against Seniors
New Investors
Older Investors
Military Service Members and their Families
- Basic Training Tips to Help Service Members Invest Wisely
- Military Service Members’ “Immediate Actions” for Financial Success
- Military Spouses: Ensuring Financial Readiness on the Homefront
- As a Veteran, You May be a Target for Investment Fraud: What You Need to Know
- Change of Mission Could Mean a Change in Retirement Options
- Serving America’s Veterans by Providing Tips on Investing for the Future
