Bonds & Other Investments. Bond Investments What is a bond? Main Categories of Bonds – Government bonds Municipal bonds U.S. savings bonds Treasury bills.

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Presentation transcript:

Bonds & Other Investments

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.

Other Investments Real Estate – Advantages – Disadvantages – Examples Commodities and futures – Examples Collectibles – Examples

Evaluation factors for savings and investing options

Evaluation Factors Safety and risk Potential yield Liquidity Taxes

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