Saving and Investing Chapters 13-16 in Text. The Investment Pyramid.

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Presentation transcript:

Saving and Investing Chapters in Text

The Investment Pyramid

Attributes of Different Investments

Steps in Investment Planning

Websites with Investment Info

Investment and Financial Info

How to Save Money

Household Incomes in the U.S.

How are Dividends Paid?

Return on a Stock To find your annual rate of return, solve for “Rate” in excel with PV = -3425, FV = 5455 and Nper = 6 Rate = 8.07%

Stock Splits

Types of Stock

Yahoo! Finance Basic Stock Data

Why People Default on Loans

Where to find Research Reports Also Value Line (valueline.com) and Yahoo! Finance

Value Line Research Reports

Online Stock Trading

Dollar Cost Averaging

Who Owns Stock?

Return on a Bond To find your annual rate of return, solve for “Rate” in excel with PV = -990, FV = 1180, Pmt = 52.5 and Nper = 6 Rate = 7.92%

Tax Equivalent Yields

Basic Bond Data

Who Owns Stock?

Treasury vs. Corporate Bond Ylds

Invesco Growth and Income Mutual Fund Holdings

Mutual Fund Fees and Expenses

Well-Known Families of Funds

Comparing Mutual Funds

Who Owns Mutual Funds?

Advantages and Disadvantages of Investing in Mutual Funds

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