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Investment Funds Casey Investments Your Personal Investment Managers
A Personal Approach The balance between stability, income, and growth
The Right Approach for You Let’s determine –Who you are –What you currently have –What your objectives are –What you need –How to meet your needs Invest Goals Grow Retire
A Question of Funds What are my invetment objectives? How stable is my investment? How much income might this investment provide? What growth potential does the investment offer?
A Fund for Everyone Money Market Funds Short-Term Bond Funds Intermediate-term Bond Funds Long-term Bond Funds Growth Funds Growth and Income Funds Global Growth Funds
Average Investment Return
Products and Service Products –Stocks, bonds, and mutual funds Services –Complete financial and tax planning –Estate planning –Check writing –Electronic Fund Transfer (EFT)
Investment Funds Pacific Coast Investments Your Personal Investment Managers.
I NVESTMENT F UNDS Casey Investments Your Personal Investment Managers Brandon Dias.
I NVESTMENT F UNDS Casey Investments Your Personal Investment Managers Sean James.
I NVESTMENT F UNDS Casey Investments Your Personal Investment Managers Nathan Rohrer.
The Right Approach to Investing. The Right Approach for You Let’s determine Who you are What you currently have What your objectives are What you need.
Unit 3, Lesson 7 Investment Concepts AOF Financial Services Copyright © 2007–2012 National Academy Foundation. All rights reserved.
Goal Setting "The indispensable first step to getting the things you want out of life is this… Decide what you want.” Retirement – when…how much… Home.
Saving and Investing Notes. Saving and Investing Objectives Explain factors that influence the amount of money earned at a financial institution.
Caroline Murphy, President. Investments Types Fixed Income Equities Mutual Funds Commodity Funds Emerging Market Funds.
Caroline Murphy, President. INVESTMENT TYPES Fixed Income Equities Mutual Funds Commodity Funds Emerging Market Funds.
RETIREMENT READINESS WILL YOU OUTLIVE YOUR RETIREMENT INCOME? IS THE STOCK MARKET RIGGED?
Financial Investment Advisors Work to Make Your Money Grow.
$$ Day 3 $$ In This Unit, You will be able to: Understand & Explain the KISS rule of investing. Examine the relationship between diversification and.
Investing for Your Future Subtitle. Why Should I Start Investing NOW You have time for your money to grow Establish the habit of saving Risk vs Reward.
Chapter 14 – Mutual Funds and Real Estate Enjoy. Why you should invest Mutual Funds Diversification, professional management, small initial investments.
Chapter 13 Investing Fundamentals. Establish your Financial Goals Specific Measurable Attainable Realistic Time frame.
Lecture 5 Types of Mutual Funds Financial Markets.
INTRODUCTION TO INVESTING. What is stock? Ownership of a company Raise $ to fund expansion Value based on speculation Supply and Demand Assessed.
Chapter 17.1 Preparing for an Investment Plan Savings??? Investing??? What’s the difference between Saving and Investing?
Savings Investments Biggest difference between saving & investing is time.
What is an IRA? An IRA is an Individual Retirement Account. An IRA is an Individual Retirement Account. Which means that it’s a tax-deferred retirement.
Mutual Funds Aim: Why do people invest in mutual funds? Do Now: What are some of the major problems/risks that come with investing in the stock market?
Investing . If you invest $1,000 each year What are some ways to invest?
Chapter © 2010 South-Western, Cengage Learning Investing in Mutual Funds, Real Estate, and Other Choices Investing in Mutual Funds 14.
Chapter 17 Financial Services 1 ©2008 Thomson/South-Western.
Investing Globally Bill Reese International Finance 1.
Chapter 11 Saving and Investing Options. Slide 2 What Are Good Financial Market Investments? A mutual fund is a professionally managed group of investments.
Section Three – Investing: Making Money Work for You.
NEFE High School Financial Planning Program Unit Three – Investing: Making Money Work for You Unit 3 - Investing: Making Money Work for You.
Money Watch Investment Company Financial Investment Advisors Work to Make Your Money Grow.
Back Test your investment knowledge! Match the questions with the answers. Test your investment knowledge! Match the questions with the answers.
ECONOMICS STUDY GUIDE. Investing – saving in a way that earns income Diversification – distributing funds among a variety of investments to minimize overall.
SAVING AND INVESTMENT CHOICES Savings plans Savings account Certificate of deposit Money market account Securities Stock investments Bond.
Copyright ©2005 Ibbotson Associates, Inc. Long-Term Investment Performance Securities offered through Lincoln Financial Advisors Corp., a broker/dealer,
Unit 3 – Investing : Making Money Work for You. Savings and Investments UniqueSavingsFeatures UniqueInvestmentFeatures CommonFeatures What are some features.
Bell Ringer – 4/30/08 1.In regard to banking, what is “earned interest”? 2.Explain the “Rule of 72” 3.Using the Rule of 72, calculate how long it would.
8.01 A: Summarize the various types of short-term and long-term investment.
By Isaiah Dosono Period 8 03/4/ k plan allows a worker to save for retirement while deferring income taxes on the saved money and earnings until.
Carl Johnson Financial Literacy Jenks High School Preparing for a Savings or Investment Program.
Excerpts from: Kiplinger’s Invest Your Way To Wealth 5 Keys to Investing Success.
Saving and Investing April How to Select a Savings Plan 1. Decide whether to save or invest. 2. Can you withdraw money from this savings plan? 3.
NEFE High School Financial Planning Program Unit Three – Investing: Making Money Work for You Saving for Larger Purchases NORTH DAKOTA PERSONAL FINANCE.
Long Term Investing 401K’s, IRA’s, Mutual Funds Types of Investments (4-Asset Classes) Stocks Real Estate Bonds Cash Accounts –Checking account, CD’s,
LEARN ABOUT THE PROCESSES OF SAVING AND INVESTING YOUR MONEY AND SOUND FINANCIAL PLANING Savings and Investment Planning.
Economics. What is investing? Simply put, investing is saving money in a way that earns income. The purpose of investments in to earn additional income,
In this Unit We Will: Know the difference between saving and investing Be familiar with the time value of money Be able to compare investment options.
Basics of Investing. 2 Things To Do Before Investing Pay off credit card debt! Pay off credit card debt! No investment pays as much as credit card companies.
Jeopardy Depository Institutions Smart Goals Identity Theft Basics of Taxes Savings Tools Q $100 Q $200 Q $300 Q $400 Q $500 Q $100 Q $200 Q $300 Q $400.
Investing in Mutual Funds or Real Estate Chapter 14 Notes Mutual Funds This is the most popular investment alternative out there! Here are the basics:
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