Learning Objectives Students will be able to Arrange companies to create a …
Learning Objectives Students will be able to Arrange companies to create a diversified mutual fund or index fund Evaluate how the composition of a mutual fund or index fund is associated with risk and reward Analyze the composition of the S&P 500
This interactive spreadsheet walks students through the process of effectively saving for …
This interactive spreadsheet walks students through the process of effectively saving for retirement, including how much they will need to live comfortably as well as how much they need to contribute annually to meet that goal.
Learning Objectives Students will be able to Investigate how investing can be …
Learning Objectives Students will be able to Investigate how investing can be a powerful tool to meet your retirement goals Explain why most Americans cannot rely on Social Security and pensions alone for retirement Explore factors that can impact how much you might need in retirement and your ability to meet your retirement savings goal Understand the growing popularity of the F.I.R.E. movement
Learning Objectives Students will be able to Explain the difference between active …
Learning Objectives Students will be able to Explain the difference between active investing and passive investing Identify a variety of popular investment funds including mutual funds, index funds, exchange traded funds, and target date funds Read a fund fact sheet for an index fund and a target date fund
Learning Objectives Students will be able to Explain what risk is and …
Learning Objectives Students will be able to Explain what risk is and its role in investing Analyze effective strategies to manage investment risk Identify which strategies you might use to manage risk when you start investing
Learning Objectives Students will be able to Discuss the function and growth …
Learning Objectives Students will be able to Discuss the function and growth of robo-advising, along with its relationship with human investment managers Explain the function, pros, and cons of micro-investing Identify best practices to use when evaluating a mobile investing app Understand the capital gains tax and how it applies to gains realized through modern investing tools Compare modern investing tools
Many of us use the "Tale of Two Investors" (A starts early …
Many of us use the "Tale of Two Investors" (A starts early and stops whereas B starts later and continues for many more years, but typically A still ends up with more in the account due to the power of compounding interest) in Personal Finance. This interactive spreadsheet allows students the opportunity to experiment with feasible numbers they could contribute annually to see what different skipping "just a couple" years of investing earlier in their career could do.
Learning Objectives Students will be able to Explain what a bond is …
Learning Objectives Students will be able to Explain what a bond is and the pros and cons of investing in bonds Understand the various factors that can influence bond prices such as interest rates Identify the difference between an individual bond and a bond fund Read a bond fund fact sheet
Learning Objectives Students will be able to Discuss best practices how to …
Learning Objectives Students will be able to Discuss best practices how to prepare for the psychological elements of investing Determine your investor profile based on time horizon and risk tolerance Discuss specific investing strategies Understand what a brokerage account is and how to open one Demonstrate your understanding of investing strategies by creating a simulated portfolio
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