Essential Standard 4.00 Understand the role of finance in business.

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Presentation transcript:

Essential Standard 4.00 Understand the role of finance in business.

Objective 4.03 Understand saving and investing options for clients.

Bond Investments What is a bond? Main Categories of Bonds –Government bonds Municipal bonds U.S. savings bonds Treasury bills and notes –Corporate bonds Lenders versus owners as it relates to investing in a company’s stocks and bonds How does stated interest rate impact the value of a bond?

Mutual Funds Companies’ major tasks in assisting investors of mutual funds Some examples of mutual fund categories –Aggressive-growth stock funds –Income funds –International funds –Sector funds –Bond funds –Balanced funds

Exchange-traded Fund (ETF) An exchange-traded fund (ETF) is a portfolio of stocks, bonds or other investments that trade on a stock exchange like regular stock.