Download presentation
Presentation is loading. Please wait.
Published byMercy Griffin Modified over 8 years ago
1
SAVING AND INVESTMENT CHOICES Savings plans Savings account Certificate of deposit Money market account Securities Stock investments Bond investments Mutual funds Alternative investments Real estate Commodities Collectibles SLID E 1
2
EVALUATING SAVINGS AND INVESTMENTS Safety and risk Potential return Liquidity Taxes SLID E 2
3
INVESTMENT PYRAMID SLID E 3
4
SLIDE 4 19-3 Bonds and Mutual Funds Goal 1 List types of government bonds. Goal 2 Describe features of corporate bonds. Goal 3 Describe various types of mutual funds.
5
Bonds……???
6
Bonds????
7
SLIDE 7 KEY TERMS municipal bond corporate bond mutual fund
8
SLIDE 8 GOVERNMENT BONDS Municipal bonds U.S. savings bonds Other federal securities Federal notes (T-notes) Treasury bills (T-bills) Treasury bonds (T-bonds)
9
SLIDE 9 Checkpoint List the types of bonds issued by the federal government of the United States. The types of U.S. savings bonds issued by the federal government are Series EE bonds, Series HH bonds, and I bonds. The federal government also issues Treasury bills and Treasury notes.
10
SLIDE 10 CORPORATE BONDS Bond components Bond values
11
SLIDE 11 Checkpoint What affects the value of a bond? The value of a bond is affected by changing interest rates. If the bond ’ s stated rate is lower than interest rates on similar bonds, investors will want to buy the bond for less than its face value. If the bond ’ s stated interest rate is higher than interest rates on similar bonds, the seller of the bond will want to receive more than its face value.
12
SLIDE 12 MUTUAL FUNDS A mutual fund is an investment fund set up and managed by companies that receive money from many investors.
13
SLIDE 13 COMMON TYPES OF MUTUAL FUNDS Aggressive-growth stock funds Income funds International funds Sector funds Bond funds Balanced funds
14
SLIDE 14 MUTUAL FUND VALUES Shares of the mutual fund Value of each share Net asset value (NAV) Operating expenses Earnings
15
SLIDE 15 Checkpoint What are the main types of mutual funds? The main types of mutual funds are aggressive-growth stock funds, income funds, international funds, sector funds, bond funds, and balanced funds.
Similar presentations
© 2024 SlidePlayer.com Inc.
All rights reserved.