PPT-Introduction to Investing

Take Charge of Your Finances Advanced Level Saving and Investing Once an appropriate amount of liquid assets are reached Recommend refocusing goals from saving to investing Remember The purpose of savings is to develop financial security. 1. Market Psychology: Is the Market Rational?. . Investors use sophisticated tools to analyze markets. However, there are always unexpected outcomes that cannot be predicted by simply looking at the fundamentals.. Ted Jackson. School of Public Policy and Administration. Carleton Centre for Community Innovation. Presented to the Research Works Luncheon Session,. Senate Room, Carleton University, November 1, 2012. Taking care of your future wealth. What is the difference between saving and investing?. Portion of current income not spent on consumption. Saving. Purchase of assets with the goal. . of increasing future income. Who is YIS. The Young Investors Society (YIS) is a 501(c)(3) not-for-profit student organization. It was established in 2014 by James Fletcher, portfolio manager at Kayne Anderson Rudnick Investment Management.. The Road to Financial Independence. Personal Finance . Essentials:. 8 Financial Priorities. Discussion Topics. 1. Perspectives: Spiritual matters. 2. Investing Basics: Before you start. 3. Investment Vehicles: The shopping carts. Most people save and invest to meet a goal…. Buying a car. Continuing their education. Starting a family. First home. Build up a “rainy day” fund. Provide funds for a “comfortable” retirement. Learning Objectives. Understand the reasons for investing. Describe the process of investing in stocks. Describe the process of investing in bonds. Describe the process of investing in mutual funds. Explore other options for investing. Tillmann Lang tillmann@yova.ch 2 (Sustainable) Finance has nothing to offer to retail investors 3 (Sustainable) Finance has nothing to offer to retail investors Existing sustainable offerings : PublicPrivate Partnerships Investing in our InfrastructureLong Beach Court BuildingSocial Infrastructure P3Design build finance operate and maintain3 year construction 35 years operationIncludes car p Break time: _____ (10 minutes). End time: _____.  . Please set phones to silent ring and answer outside of the room.. Investment . knowledge quiz. Investing. This module covers:. How to set appropriate investing goals. 2. Agenda. II. Understanding and navigating the alphabet soup. III. Increasingly diverse set of allies – an illustration. IV. How to get started. V. Your questions (and maybe even some answers). I. A bit about me, a bit about you. Table 1. Types of Investments. Cash. Stocks. Options. Futures. Checking Accounts. Money Market Accounts/Funds. Junk Bonds. Bond Mutual Funds. Stock Mutual Funds. Treasury Bills. Penny-stocks. Real Estate And Property Management. Presented by . Matthew Gherman. October 22, 2020. mgherman@schools.nyc.gov. EconEdLink. Membership. You can now access CEE’s professional development webinars directly on EconEdLink.org! To receive these new professional development benefits, . Austrian Economics & the Financial Markets. May 22, 2010. Joseph Calandro, Jr.. 1. Contents. Background. Introduction – Austrian Economics & Investing. Investing & “Value Investing”.