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Precision Exams Review https://quizlet.com/Trisha_Jenkins/folders/business-concepts-precision-exams-200 Post Exam: Business Concepts https://www.precisionexams.com/california/ Students will bring in their pre-exam reports and focus on the standards they scored below 75%. Deadlines: 1. Nov. 11 Mid Project Team Review 2. Final Competition Report Dec. 17th Link to details: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/guidebook/competition-deliverables/ Correct Money in Review
Students will correct their own for understanding Use Quizlet for 15 minutes (see post from Friday) Students will take Ch. 8 Test *With any time remaining, check on KWHS Investment Competition Case study review for Ch. 8 test on Monday
Quizlet Review https://quizlet.com/_7bf9sm To joint the Bus. IV Quizlet Class https://quizlet.com/join/6nqr2f5HX Review: Activity Rule of 72 Students will research a mutual fund for each of the categories that provides an average 10 year historical ROI of 12% Provide the Name of the MF, the ticker, min. $ to invest, and the MF Objective
Intro/Warm-up: OTIS check in and Personal Finance Lab
Instruction: Tax Favored Investments review “Name that investment” Video 3.1 Retirement and employment benefits Activity: Funding a 401k/Roth IRA Check For Understanding: What percentage of your income should you invest for retirement? Announcement: Bring a Comp. book to class Friday
Warm-Up: Students will finish presenting their Moving Out budgets Instruction: Investments Compared. Students will review the investments we’ve learned to this point. Video 2.3, Qualified Plans Activity: KWHS comp. Students will track their strategies and purchase securities for short and long term purposes.
READ THE CASE STUDY: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/guidebook/case-study/.
Link to competition details: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/. Approved Stock List: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/guidebook/stock-list/. Reading and Analyzing Mutual Funds Prospects: http://individual.troweprice.com/staticFiles/gcFiles/pdf/sumdmg.pdfy- Assignment: Complete Reading a Prospectus https://www.kiplinger.com/tool/investing/T041-S001-top-performing-mutual-funds/index.php
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