Go over Funding 401K and IRA’s
Video 3.1 Review Graphic Organizer and complete
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What type of investor are you? Complete question form from Voya Video 2.3 Qualified Plans - What does it mean to be tax deferred? Due tomorrow: Assignment: Funding My Roth IRA Assignment: Rule of 72
Character Assembly Today! Mutual Fund Review: Main Advantage of a mutual fund: They give small investors access to professionally managed, diversified portfolios of stocks, bonds, and other securities Activity- Create a pie chart depicting how Dave Ramsey suggests your mutual fund dollars be spread out. Find the name of one mutual fund for each type. Write the fund’s ticker symbol, objective, and the average rate of return over the past 5 years. (see pg. 170) http://www.kiplinger.com/tool/investing/T041-S001-top-performing-mutual-funds/index.php Video 2.3 Qualified Plans - What does it mean to be tax deferred? Reading and Analyzing Mutual Funds Prospects:
http://individual.troweprice.com/staticFiles/gcFiles/pdf/sumdmg.pdf Read about a young investor and share with the class “20 Under 20 in Finance” http://www.businessinsider.com/20-under-20-in-finance-2013-11#curtis-knee-14-began-investing-a-year-ago-he-likes-value-investing-1 Pass out graphic organizer for “Investments Compared” students will complete these throughout the chapter and turn in before test. Types of Investments: Video 2.1 and 2.2 Students will use their workbooks to complete their graphic organizers Reading and Analyzing Mutual Funds Prospects: http://individual.troweprice.com/staticFiles/gcFiles/pdf/sumdmg.pdf
7:30-8:00 prepare for Non-Profit presentation for the Engineering project
Present Investing...Why should a young person bother? Cramer CNBC video http://www.cnbc.com/id/102296473 Introduction to Ch. 8 5th Foundation: Build Wealth and Give. Remind students they should not invest until college is fully paid for. Write Key Terms in journal Investing Video 1.1 and 1.2 Intro to Stock Market https://www.youtube.com/watch?v=ejjNMnIo3Fg Take this brief Financial Literacy Quiz:
www.daveramsey.com/school/[email protected] Be sure to put my email, [email protected] in the teacher email field. Today we will work on our Non Profit Brochures. See details from Tuesday's post. NGOs Discuss what was found Thursday on Crowd Funding for NGO’s. Read article http://grantspace.org/tools/knowledge-base/Nonprofit-Management/Establishment/starting-a-nonprofit Discuss article then determine a timeline and plan of action for the Weather Balloon project. Brochure is due Tuesday 4/18/17
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