1. Question to think about!
Section 9.1 & 9.2
*Investing
*Risk
*Return
*Diversification
Why should you consider your financial situation, risk tolerance, and values when choosing investments?
Key Terms

2. Question to think about!
Section 9.2
Key Terms
Why should you consider your financial situation, risk tolerance, and values when choosing investments?
*Corporate Stock
*Stockholder
*Stockbroker
*Brokerage Firm
*Stock Exchange

3. Types of Stock Preferred Stock Common Stock Nonvoting share
Do not have right to vote on how the company is run
Fixed Dividend
Less Risky
Common Stock
Voting share
Dividend determined from year to year.
Generally has a better rate of return.

4. General Rule of Investing
Section 8.1 & 8.2
General Rule of Investing
The higher the potential rate of RETURN, the greater the risk.
High
Rate of Return
High
Risk

5. Question to think about!
Section 9.3 & 9.4
*Mutual Fund
*Portfolio
*Load
*SEC
*Insider Trading
Why might you search for investment information on the internet instead of relying on printed sources?
Key Terms

6. You will see this question again in MAY

7. Question to think about!
Section 9.5
*401(k) Plan
*IRA
*403(b) Plan
How might you earn a return from nonfinancial investments?
Key Terms
Dave Ramsey 3.1