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

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Presentation on theme: "Saving and Investing Chapters 13-16 in Text. The Investment Pyramid."— Presentation transcript:

1 Saving and Investing Chapters 13-16 in Text

2 The Investment Pyramid

3 Attributes of Different Investments

4 Steps in Investment Planning

5 Websites with Investment Info

6 Investment and Financial Info

7 How to Save Money

8 Household Incomes in the U.S.

9 How are Dividends Paid?

10 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%

11 Stock Splits

12 Types of Stock

13 Yahoo! Finance Basic Stock Data

14 Why People Default on Loans

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

16 Value Line Research Reports

17 Online Stock Trading

18 Dollar Cost Averaging

19 Who Owns Stock?

20 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%

21 Tax Equivalent Yields

22 Basic Bond Data

23 Who Owns Stock?

24 Treasury vs. Corporate Bond Ylds

25 Invesco Growth and Income Mutual Fund Holdings

26 Mutual Fund Fees and Expenses

27 Well-Known Families of Funds

28 Comparing Mutual Funds

29 Who Owns Mutual Funds?

30 Advantages and Disadvantages of Investing in Mutual Funds


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