SIMPO REVIEW INVESTING. WHO OWNS A CORPORATION? WHICH OF THE FOLLOWING INVESTMENTS IS THE MOST RISKY? Stocks Mutual Funds Bonds Savings Account.

Slides:

Advertisements

Similar presentations

Investment Basics A Guide to Your Investment Options Brian Doughney, CFP® Wealth Management Senior Manager.

Advertisements

Difference between a Traditional and Roth IRA Traditional IRA Taxed-deferred Taxed-deferred subject to tax at time withdrawal subject to tax at time withdrawal.

Investing 101. Types of Savings tools Savings Account: An interest-bearing account (passbook or statement) at a financial institution. Certificates of.

 Planning to use your money for the future  Making Money with Money  Risk is going to be involved  Higher Risk=Higher Rate of Return (or Loss)! 

Unit 3, Lesson 7 Investment Concepts AOF Financial Services Copyright © 2007–2012 National Academy Foundation. All rights reserved.

Investing: Risking money to make money Chapter 2: Saving and Investing.

Essential Standard 4.00 Understand the role of finance in business.

Introduction to Stock Market. Common Vocabulary Common Vocabulary Stock Exchange – Place where publicly held companies are bought and sold Nasdaq – an.

Managing Your Investments Chapter 11 Notes Money Management Got the Safety Net, Now What…? Once you’ve got a bit of emergency cash stashed away in some.

Investment Options.

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.

1. How does the time value of money effect the future value of an investment? 2. Why is it important to diversify your investments? 3. How are liquidity.

{ Savings & Invested Test Review. { Interest The percentage rate paid on money you have invested/saved…

Investing 101 How to grow your money wisely What’s an investment? An investment is something you buy with the expectation that it will increase in value.

Difference between a Traditional and Roth IRA (Individual Retirement Account) Traditional IRA Taxed-deferred Taxed-deferred subject to tax at time withdrawal.

INVESTING BECAUSE I SAY SO. AND YOU COULD POTENTIALLY EARN YOURSELF A BUNCH OF MONEY…

Vocabulary. Section 9.1 Vocabulary Pre-tax dollars: Deposit into a retirement account before taxes have been taken out of your paycheck. This lowers your.

“Don’t put all your eggs in one basket.” Diversify!

Stock Market Review.

Investments Who wants to be a millionaire?. What kind of an investor are you?  Rate all investment options according to three characteristics:  Safety.

Chapter 6 Saving and Investing. Section 6-1: Why Save?  Deciding to save  People save for purchases that require more funds than available, for emergencies,

 A mutual fund is a business that pools money from many people to invest in various ways.  A mutual fund’s investors, in effect, own a portion of the.

Investment Basics Stock & Bond Basics Mutual Fund Basics Retirement PlanningBuying a Home

Savings and Investment Options Stocks, Bonds, Mutual Funds, etc.

Investing. Investing putting your money to work to earn more money putting your money to work to earn more money.

Fact or Fiction 1. Only rich people invest money in the stock market. Fiction: anyone that has money can invest. 2. Stocks & bonds are always risky places.

Savings & Investment Vehicles Mike Meade. Saving vs. Investing Saving o Putting money away for safe-keeping o Emergency funds o Zero risk Investing o.

Planning INFLATION- the general rise in price of goods and services (savings must exceed) You have to have a plan for retirement Years ago companies had.

Chapter 11 Investing for Your Future. Stages of Investing b Stage 1 –

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.

The Fundamentals of Investing

Unit 3 Economics Capital Markets / Investing. Identify the four things to consider when making an investment. rate of return risk/ diversification liquidity.

Unit 3 Saving & Investing. A Little Can Add Up Save this each week … at % interest … in 10 years you’ll have $7.005%$4, % $9, % $14,160.

Presented by Glendale Community Library Instructors: Chuck Milliner and Annette Fisher.

Joan Koonce, Ph.D., AFC® Extension Financial Planning Specialist

The Basics of Investing Stocks, Bonds & Cash Accounts.

 Saving and investing basics  Saving and investing options  Evaluation factors for savings and investing options.

UNIT VII – Personal Financial Literacy

 Why Save?  Emergency Funds  Liquidity Needs  Short-Term Goals  Long-Term Goals  Compound Interest (Compounding):  Interest is added to principle.

Savings Plans and Goals.  What are you saving for?  How do you save?

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.

Investment Definitions. Class Objective Students will gain a knowledge of financial terms and relate them to what was going on in the 1920’s. Students.

An Introduction to Investing Your Money Source: CTAinvest.org.

Stock Market Valuation Valuing Individual Companies.

Unit 4 Investing. I. Investing / A. Investing vs. Saving / 1. Investing - putting money to work to earn a profit / 2. Saving - foregoing present spending.

Saving and Investing Notes. Saving and Investing Objectives Explain factors that influence the amount of money earned at a financial institution.

Unit Four Savings & Investments Pages

Page 1 Financial Institutions and Investments. Page 2.

Back Test your investment knowledge! Match the questions with the answers. Test your investment knowledge! Match the questions with the answers.

Investing Review. SavingInvesting EmergenciesLong-term goals More liquidLess liquid Limited riskHigher risk Lower returns (0-4%)Higher returns (8-12%)

$$ Day 3 $$ In This Unit, You will be able to:  Understand & Explain the KISS rule of investing.  Examine the relationship between diversification and.

Chapter 6 Saving & Investing. Deciding to Save There are many reasons to save:  for purchases that require more funds than you usually have at one time.

CHAPTER 6 NOTES. Statement savings account: savings account where the depositor receives a monthly statement showing all transactions. Money market deposit.

Chapter 13 Investing Fundamentals. Establish your Financial Goals  Specific  Measurable  Attainable  Realistic  Time frame.

SAVING AND INVESTMENT CHOICES  Savings plans  Savings account  Certificate of deposit  Money market account  Securities  Stock investments  Bond.

Stock Terminology (continued) Investors make money in stocks in two ways: –Dividends Companies may make payment to shareholders as part of the profits.

RETIREMENT READINESS WILL YOU OUTLIVE YOUR RETIREMENT INCOME? IS THE STOCK MARKET RIGGED?

INVESTMENTS – RISK TOLERANCE QUIZ Stocks Bonds Real Estate Collectibles Mutual Funds.

Investing. Stocks ○ What is it? ○ A share of ownership in a company ○ How does it earn money ○ Buy low, sell high – sell the stock for more than you bought.

Money Watch Investment Company Financial Investment Advisors Work to Make Your Money Grow.

An Introduction to Investing Your Money

Lapointe Productions Investment Basics

Who is this person? 80% first generation of this Live below means

Simpo Review-ANSWERS Investing.

Financial Institutions and Investments

UNIT VII – Personal Financial Literacy

An Introduction to Investing Your Money

The Fundamentals of Investing

Presentation transcript:

SIMPO REVIEW INVESTING

WHO OWNS A CORPORATION?

WHICH OF THE FOLLOWING INVESTMENTS IS THE MOST RISKY? Stocks Mutual Funds Bonds Savings Account

WHICH TYPE OF INVESTMENT HAS THE GREATEST POTENTIAL RETURN? Stock Bond Mutual Fund Saving Account

WHAT IS THE FINANCIAL SECURITY THAT REPRESENTS A LOAN GIVEN TO THE GOVERNMENT THAT WILL BE PAID BACK WITH INTEREST WHEN IT EXPIRES?

WHICH OF THE FOLLOWING CAUSES YOUR INVESTMENTS EARNING INTEREST TO GROW FASTER? High Interest Rate Low Interest Rate

HOW CAN AN INVESTOR EARN THE MOST POTENTIAL MONEY? Start Early Put more money into investments later in life

WHICH IS NOT A FINANCIAL SECURITY? Mutual Fund Stock Bond Real Estate

WHAT IS THE GOVERNMENT PROGRAM THAT PROVIDES WORKING INDIVIDUALS WITH INCOME UPON RETIREMENT? Medicare 401K Roth IRA Social Security Pension

WHAT TYPE OF RETIREMENT PLAN PROVIDES PERSONS, USUALLY GOVERNMENT WORKERS, WITH A GUARANTEED INCOME UPON RETIREMENT? Medicare 401K Roth IRA Social Security Pension

NAME 2 WAYS THAT INVESTORS CAN EARN MONEY ON STOCKS.

WHICH SHOWS AN UNDERVALUED STOCK PRICE? High P/E Ratio Low P/E Ratio

WHAT CAN CAUSE A STOCK PRICE TO CHANGE?

LOOKING AT THE CHART, WHICH MARKET IS THIS COMPANY TRADED IN?

LOOKING AT THE CHART, WHAT IS THE TICKER SYMBOL FOR THIS COMPANY?

LOOKING AT THE CHART, WHAT IS THE PRICE PER SHARE?

WHICH LIST SHOWS A DIVERSIFIED PORTFOLIO? a.Samsung, Sony, Sharp, and Panasonic b.Sears, Macy’s, Nordstrom, and JcPenney c.Google, Yahoo, AOL, Microsoft d.Southwest Airlines, Pepsi, Disney, and IBM

LOOKING AT THE CHART, DOES THIS COMPANY GIVE A DIVIDEND?

LOOKING AT THE CHART, IS THE DJIA UP FOR THE DAY OR DOWN?

WHAT IS THE INDUSTRY THAT THESE COMPANIES COMPETE IN?

WHAT IS THE TICKER SYMBOL OF THE COMPANY THAT HAS THE LARGEST MARKET CAP?

WHAT CAUSES YOUR INVESTMENTS TO GROW OVER TIME MOST RAPIDLY? Inflation Compound Interest P/E Ratio Taxes

WHAT IS THE SIZE OF FIZZ: SMALL-CAP, MID-CAP, OR LARGE CAP?