Investing For Your Dreams By: Julianne Kotrba. Relating investing to Financial Literacy If you are financial literate you can efficiently and effectively.

Slides:



Advertisements
Similar presentations
Personal Budget WebQuest In America you can become anything you want! All you have to do is set goals, get a good education, work hard, and never stop.
Advertisements

Saving and Investing Tools Carl Johnson Financial Literacy Jenks High School.
Take Charge and Reach Your Goals (215) Money & Life Presenter:
True/False Credit unions do not provide insurance for their depositor’s savings.
Copyright 2007 Thomson South-Western Chapter 10 Understanding Saving and Investing.
© Family Economics & Financial Education – Revised May 2008 – Career Development Unit – Comparing Job Offers Funded by a grant from Take Charge America,
Financial Literacy of Teenagers By Amanda Grenier.
Financial Planning Tips for a Lifetime Advice from CPAs.
What are you paying for?. Social Security Created in 1935 by President Franklin Roosevelt Program created to provide for the elderly an disabled retirees.
D. Letterman’s Top 10 Retirement Planning Checkpoints for Educators Dr. Joyce Cavanagh Dr. Cynthia Crawford University Outreach and Extension University.
Contemporary Investments: Chapter 20 Chapter 20 BUILDING AND MANAGING AN INVESTMENTPORTFOLIO What is the process of building and managing an investment.
Chapter 8: Investing and Retirement
Recap Saving and Investing
1 Roadmap for Investing Wisely Leslie Lum
Money Management 28.2.
Life After High School Place the following Attributes in Order of Importance to You!! Security Satisfaction Travel Responsibility Money Adventure Training.
Click here to advance to the next slide.
LBL7169(ADS190) © 2005 Allstate Insurance Company 1 Retirement Planning for Women.
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.
Investments Overview Timothy R. Mayes, Ph.D. FIN 3600: Chapter 1.
The Better Texas Family Budgets: Building the Case for Better Jobs, Better Education, Better Opportunities Frances Deviney, Ph.D. Texas Kids Count Director.
Our mission is to fight for better working and living conditions for every worker and to give them a voice in issues to create economic and social justice.
Financial Literacy & Planning: Implications for Retirement Wellbeing Annamaria Lusardi Dartmouth College & NBER Olivia S. Mitchell Univ. of Pennsylvania.
Investing in Your Future Vocabulary
Investing for Your Future
Lesson 10-2 Principles of Saving and Investing LEARNING GOALS: -DISCUSS THE CONCEPT OF RISK VERSUS RETURN. -LIST AND EXPLAIN THE TYPES OF RISK THAT ARE.
Welcome. Workshop Objectives Introduce Introduce Educate Educate Illustrate Illustrate.
Alliance Financial Group, Inc Registered Investment Advisory Securities offered exclusively through SunAmerica Securities, Inc. A registered broker-dealer.
FINANCIAL LITERACY FOR THE ELEMENTARY CLASSROOM Day One. Sponsored by: Maryland Council on Economic Education and Towson University College of Business.
The portfolio management process Set objective and policy goals Examine and understand the environment asset allocation & security selectionConstruct.
Personal Finance – An Introduction Dr. Steven M. Hays Personal Finance BKHS – Fall 2011.
MAKING ENDS MEET Personal Budget for Type your name or family name.
© Family Economics & Financial Education – Revised May 2008 – Career Development Unit – Comparing Job Offers Funded by a grant from Take Charge America,
Lesson 3 Announcements.
Decisions & Goals in Personal Finance
KNOW HOW 2 GO ACADEMY Lesson 1: Why College?
© Family Economics & Financial Education – Revised May 2008 – Career Development Unit – Comparing Job Offers Funded by a grant from Take Charge America,
My Budget as a Lawyer By : Daniel Mulraney. My Career I would like to be a lawyer because it pays well and it seems as though I would be good at it. My.
Introduction to Saving. © Family Economics & Financial Education – Revised November 2004 – Saving Unit – Introduction to Savings Funded by a grant from.
Name Approved Title Approved Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.
Investing  . If you invest $1,000 each year What are some ways to invest?      
Financial Literacy: Knowing What You Need To Know To Achieve Your Financial Goals.
Chapter 11 Section 1 By: Maddie Borgman. Investing Definition: The act of redirecting resources from being consumed today so that they may create benefits.
Unit 2 “Personal Financial Decisions”.   Personal Financial Planning is arranging to spend, save, and invest money to live comfortably, have financial.
What is something that you would like to save money for?
Personal and Financial Planning Chapter 1. Section 1.1 Objectives  Section 1.1 Define personal financial planning Name the six steps of financial planning.
My Life Scenario Exploring Careers PERSONAL FINANCE MR. FUSCHETTO
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.
PNM-0369AO.3 ISAC 2012 Fall Education School INVESTING, SAVING, RETIRING!
12/16/ Chapter 1 - Objectives (1.1) When you have completed this section, you will be able to: Define personal financial planning Name the six steps.
Announcements 1.Groups lists will be distributed with 5 minutes to go in class. 2.If anyone is not in a group, let me know ASAP. 3.PAN #90233 (two groups.
CHAPTER 11 FINANCIAL MARKETS. SAVING AND INVESTING SECTION ONE.
Importance of Saving Income vs. Wealth.  When you hear; “The Importance of Savings” what comes to mind?  Define the difference between Income & Wealth?
Financial literacy is defined as understanding how to manage money effectively. Financial literacy is the knowledge and skills to make informed decisions.
Market economy Citizens own the businesses in the economy, not the govt. People can choose what they want to buy.
FINANCIAL LITERACY FOR THE ELEMENTARY CLASSROOM Day One. Sponsored by: Maryland Council on Economic Education and Towson University College of Business.
SAVINGS – Plan for Financial Security. Why Save?Savings is a trade off. You agree to save now in order to spend in the future.  Save for the Unexpected.
Chapter 1 Introduction to Savings Personal Finance Mr. Brown.
Personal Financing ISE Senior Design Class. First thing first! (before you invest)  Credit card debt is under control  Emergency fund (3 ~ 6 months.
Building Momentum in Portage la Prairie Creating a Vibrant Portage Together!
So you really want to leave school at 16? A word of warning to all learners thinking they can leave education behind at 16…… David Hughes
Introduction to Saving & Investing Family Economics & Financial Education Take Charge of Your Finances.
Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
Chapter 1 Personal Financial Planning
How much money do I need for retirement?
Chapter 1 Personal Financial Planning
Marketing Communications & Promotion Career Plan
Marketing Communications & Promotion Career Plan
Personal Financial Planning
Presentation transcript:

Investing For Your Dreams By: Julianne Kotrba

Relating investing to Financial Literacy If you are financial literate you can efficiently and effectively choose the best investing options that the market has to offer.

The Importance of investing I think the importance of investing is so you can create a financial portfolio to yield the best gains possible.

Investing in my life now It would help me to pay for a better college. –To get the training I need. –To become successful in my career. To pay for my trip to Germany. –To know more about different cultures. –To experience someplace different. To pay for my car. –To get to the places I need to go.

Investing for my future For my family –My child’s college education –A house for my family –For medical care –For family vacations In case I lost my job For my own retirement

Steps to investing Invest regularly Invest for long term Have diversification Have a planned strategy Take risks that are comfortable for you Have financial goals Know your general market conditions Know the liquidity Build your assets Invest in tax-deferred investments for retirement Have FUN!

Successful Investing Do your OWN homework Read the WSJ to keep up with the new investing techniques Never invest money that you can’t afford to loose! Keep a good eye at consumer confidence and interest rates Don’t believe what you see on the grape vine Keep up with micro and macro economics

“The Time Horizon: Investing for Your Future”