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MoneyCounts: A Financial Literacy Series
Saving and Investing for Financial Security: Introduction to the Concepts You Need to Know Brad L Yeckley MBA,PhD(C) Assistant Director of Financial Literacy Penn State Financial Literacy Center The Pennsylvania State University 128A Outreach Building University Park PA 16802
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You work for YOUR MONEY works for you.
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Compound Interest Time Value of Money
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Time Value of Money
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Compound Interest
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Compound Interest
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Save, Invest, or Both?
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Save, Invest, or Both? It Depends !
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Save, Invest, or Both? Risk Tolerance Goals Time Horizon
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Save, Invest, or Both?
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THE BASIC TYPES OF PRODUCTS Commodities (Gold, Silver etc.)
Making your money work THE BASIC TYPES OF PRODUCTS Savings Investments Savings Accounts Bonds Money Market Accounts Stocks Checking Accounts Mutual Funds Real Estate Commodities (Gold, Silver etc.)
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Savings Vehicles SAVINGS ACCOUNTS
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Savings Vehicles SAVINGS ACCOUNTS MONEY MARKET ACCOUNTS
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Savings Vehicles SAVINGS ACCOUNTS MONEY MARKET ACCOUNTS
CHECKING ACCOUNTS
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Savings Vehicles SAVINGS ACCOUNTS MONEY MARKET ACCOUNTS
CHECKING ACCOUNTS CERTIFICATES OF DEPOSIT
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Investment Vehicles BONDS
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Investment Vehicles BONDS STOCKS
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Investment Vehicles BONDS STOCKS MUTUAL FUNDS
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Investment Vehicles BONDS STOCKS MUTUAL FUNDS REAL ESTATE
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Investment Vehicles BONDS STOCKS MUTUAL FUNDS REAL ESTATE COMMODITIES
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Risk versus Return
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Risk versus Return
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Diversification
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Diversification Asset Classes Time Horizon Liquidity Brokers/Companies
Tax Implications
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Diversification
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Retirement Accounts
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Retirement Accounts
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Retirement Accounts
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Retirement Accounts
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Retirement Accounts
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Retirement Accounts
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Closing Remarks and Questions
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Risk versus Return and Risk Assessment Portfolio Diversification
Closing Remarks and Questions Compound Interest Time Value of Money Save or Invest or Both Saving Vehicles Investment Vehicles Risk versus Return and Risk Assessment Asset allocation Portfolio Diversification Retirement Accounts
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MoneyCounts: A Financial Literacy Series
Thank You! Comments and Questions Brad L Yeckley MBA,PhD(C) Assistant Director of Financial Literacy Penn State Financial Literacy Center The Pennsylvania State University 128A Outreach Building University Park PA 16802
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