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Saving and Investing

Explore the various investment types like stocks, bonds, mutual funds & learn investment planning with helpful resources. Discover the attributes of different investments, return calculations, and tips on saving money. Understand stock types, dividends, and online trading. Access financial info and research reports for informed decisions.

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Saving and Investing

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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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