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

Slides:

Advertisements

Similar presentations

INVESTMENTTAXATION INVESTMENT TAXATION. previously taxed dollars previously taxed dollars = dollars not taxed dollars not taxed on the sell, withdrawal.

Advertisements

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

Bonds and Mutual Funds Carl Johnson Financial Literacy Jenks High School.

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

FIN Professor Dow.  Basic Investing Principles:  Be diversified.  Hold a portfolio with the appropriate level of risk.  Asset allocation determines.

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.

ECONOMICS STUDY GUIDE. Investing – saving in a way that earns income Diversification – distributing funds among a variety of investments to minimize overall.

Retirement Planning Miscellaneous Investing Basics Stocks and Bonds Mutual Funds Personal Finance Final Exam.

Retirement Basics Roth IRA Traditional IRA 401K. Roth IRA After tax contributions Best if you expect to be in a higher tax bracket during retirement than.

P E R S O N A L F I N A N C I A L M A N A G E M E N T P R O G R A M Saving and Investing 1.

Investment Options.

EGR 403 Retirement Planning - Part IV 1 EGR 403 Introduction to Retirement Planning Part I - Basic Approach Part II - Determine Total Capital to Invest.

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.

 IRA = Investment Retirement Account  Savings plan opened by yourself  You pick your investments: bonds, stocks, etc. What would your IRA be made up.

Stock Markets Being an educated investor will enable you to become financially sound.

Savings & investing Foldables. Financial Pyramid Speculative Real Estate Commodities Capital Growth Mutual Funds Stocks Bonds Financial Growth Money Market.

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!

+ Investments. + Learning Objectives Students will know investment options. Students will be able to identify relative risk, return and liquidity of the.

Stock Market Review.

The big QuestionThe big Question  A stranger on the street approaches you with a strange proposition: You can have a million dollars right then and there.

Investing in Mutual Funds Chapter 14 Goals for Chapter 14.1  Explain why people invest in mutual funds and the types of mutual funds available for investing.

Prepare for your Future Chapter 13. Investing  Making money with money  Investing = Saving  It involves risk—you can lose your $$

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,

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

Are You Smarter Than The Average Person in Financial Planning?

1 Investing  Making money with money  Investing = Saving  It involves risk—you can lose your $$

Jeopardy Category 1 Q $100 Q $200 Q $300 Q $400 Q $500 Q $100 Q $200 Q $300 Q $400 Q $500 Category 2 Category 3Category 4 Category 5 Final Jeopardy!

 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.

Chapter 12 In-Class Notes. Background on Mutual Funds Advantages of Investing in Mutual Funds Diversified portfolio Professional management Marketability.

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.

Or IRAs Independent Retirement Accounts.  Capital Gains are taxes on earnings from investments  This is considered income.

Saving and Investing on a Shoestring: Investing With Small Dollar Amounts Debra Pankow, Ph.D., family economics specialist, and Marina Serdiouk, graduate.

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

Mutual Fundamentals. Mutual Funds Professional management Competitive returns Simplicity Diversification.

Building Bucks Savings and Investment Basics. Basics Saving – provides funds for emergencies and for making specific purchases in the near future Investing.

INTRODUCTION TO INVESTING. What is stock?  Ownership of a company  Raise $ to fund expansion  Value based on speculation  Supply and Demand  Assessed.

Saving and Investing Where Should You Put Your Money?

Long Term Investing 401K’s, IRA’s, Mutual Funds. Financial Literacy Bank Accounts Credit Cards Brokerage Accounts Stocks Bonds Student Loans Real Estate.

Investing  . If you invest $1,000 each year What are some ways to invest?      

Investing. When You’re “Young, Fabulous and Broke” You’re dealing with: College costs, maybe student loans Starting a career and low early wages Needing.

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

1 Personal Financial Planning Guide Chapter 3-6: Building Wealth through Investment Planning.

North Dakotans Saving for Education 1 North Dakotans Saving for Education.

+ Investments. + Purpose of Investments Investments constitute something that is purchased for future benefit (money, experience) Promotes economic growth.

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

Chapter 11. – A savings account pays interest, has no maturity date, and allows funds to be withdrawn at any time without penalty.savings account –

LAP: QS-041 Investment Selection Factors Objectives Describe factors in selecting investments. Discuss the effect of personal factors in selecting investments.

Phase 3 Exam Review 30 M/C, 30 T/F Questions Chapters Personal Financial Planning FIN 235.

CHAPTER 11 FINANCIAL MARKETS. SAVING AND INVESTING SECTION ONE.

Retirement Investing for Beginners 4 Steps 1. Understand the need to invest savings investing for retirement 2. Set your retirement goals 3. Choose your.

Category 5 Category 4 Category 3 Category 2 Category

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

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

$$ Day 3 $$ 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.

Investments First rule: Pay yourself first through saving. What is compound vs. simple interest? Second rule: As you acquire wealth and income learn to.

STOCK MARKET. INVESTMENT  Definition- act of redirecting resources from being consumed today so they may create benefits in the future.

Investments First rule: Pay yourself first through saving.

Investment Personality

Investing 101 How to grow your money wisely.

Personal Finance Final Exam Review Game

Savings and investing Personal Finance.

Economics – Chapter 6 Saving and Investing.

The Fundamentals of Investing

Presentation transcript:

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

back Terminology & Concepts Stocks Bonds Mutual Funds Emergencies, Education & Retirement What is rate of return? What is investment income? What is diversifying? What is dollar- cost-averaging? What is liquidity risk? What is ownership? What are capital gains and capital losses? What are blue- chip stocks? What are defensive stocks? What are Dividend Reinvestment Plans & Direct Stock Purchase Plans or Direct Investment Plans? What is loaning money? What is face value or par value? What are municipal bonds? What is state income tax? What is default risk? What is an investment company? What are loads? What are money market mutual funds? What are balanced mutual funds? What are management fees and 12b-1 fees? What is an emergency account? What is a Roth IRA? What is a defined- contribution plan? What is a defined- benefit plan? What are qualified tuition plans or 529 plans? The Investment Jeopardy! ® Game Responses

back Terminology & Concepts Stocks Bonds Mutual Funds Emergencies, Education & Retirement What is rate of return? What is investment income? What is diversifying? What is dollar- cost-averaging? What is liquidity risk? What is ownership? What are capital gains and capital losses? What are blue- chip stocks? What are defensive stocks? What are Dividend Reinvestment Plans & Direct Stock Purchase Plans or Direct Investment Plans? What is loaning money? What is face value or par value? What are municipal bonds? What is state income tax? What is default risk? What is an investment company? What are loads? What are money market mutual funds? What are balanced mutual funds? What are management fees and 12b-1 fees? What is an emergency account? What is a Roth IRA? What is a defined- contribution plan? What is a defined- benefit plan? What are qualified tuition plans or 529 plans? The Investment Jeopardy! ® Game Responses

back What is rate of return? What is investment income? What is diversifying? What is dollar- cost-averaging?

back What is liquidity risk? What is ownership? What are capital gains and capital losses? What are blue- chip stocks?

back What are defensive stocks? What are Dividend Reinvestment Plans and Direct Stock Purchase Plans or Direct Investment Plans? What is loaning money? What is face value or par value?

back What are municipal bonds? What is state income tax? What is default risk? What is an investment company?

back What are loads? What are money market mutual funds? What are balanced mutual funds? What are management fees and 12b-1 fees?

back What is an emergency account? What is a Roth IRA? What is a defined- contribution plan? What is a defined- benefit plan?

back What are qualified tuition plans or 529 plans?