Complete Paycheck 5 budget and Spreadsheet. Be sure to turn in your half sheets to Mr. Ross and fill in your spreadsheet with appropriate formulas
Look over Mutual Fund Portfolio on How the Market Works Complete Mutual Fund assignments on How the stock market works site. Go to your Portfolio, be sure you are in your Financial Lit Mutual Fund '16 contest and then click on "assignments" You will need to work through these assignments as an investment review
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Time Card Wrap Up Ch. 8 Test Review How the Market Works Assignments Complete Insurance WebQuest Email the completed webquest. Due by Wednesday
Check Mutual Fund Contest on How The Stock Market Works site
Note check on "types of investments" Complete Money in Review and Chapter Summary of Ch. 8 Financial Advisor, Mrs. Menundo from Teague Financial will be visiting to answer questions about mutual funds and various other investment options. http://www.howthemarketworks.com/register/59180
Mutual Fund Review. Sign up for the Mutual Fund Investment Contest: Financial Lit Mutual Fund Contest '16 See me for registration and password info Video on Annuities and other investments 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 1. the fund’s objective, 2. name of fund manager, and 3. the average rate of return over the past 10 years. (see pg. 170) Assignment: Monthly Retirement Planning Paycheck 4 budget
Types of Investments review cont. Reading and Analyzing Mutual Funds Prospects: http://individual.troweprice.com/staticFiles/gcFiles/pdf/sumdmg.pdf Examples of real prospectus Assignment: Complete Reading a Prospectus Time Card Wrap Up
Read about a young investor and share with the class “20 Under 20 in Finance” Students will be given one of the investors to read and share with the class about. http://www.businessinsider.com/20-under-20-in-finance-2013-11#curtis-knee-14-began-investing-a-year-ago-he-likes-value-investing-1 |
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