PPT-THE KEY TO SUCCESSFUL INVESTING ISN’T PREDICTING THE FUTURE, IT’S LEARNING FROM THE

PRINCIPLES FOR SUCCESSFUL LONGTERM INVESTING WE PRESENT SEVEN TIMETESTED STRATEGIES FOR GUIDING INVESTORS AND THEIR PORTFOLIOS THROUGH TODAYS CHALLENGING MARKETS AND TOWARD TOMORROWS GOALS . Consumer Ed. Unit 8-Chapter 9. Investing. Saving in a way that earns income . Risk –what you are willing to gamble on. vs.. Return-what you will get back on your money that you invested. Reasons to Invest. 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. D. Heirtzler et al, UNH/SSC IBEX SWTM August 2015. 1. D. Heirtzler. , A. Galli, K. Fairchild, H. Kucharek, T. Leonard, . E. Möbius, M.Quinn, N. Schwadron. 2015 IBEX-Lo Overview. 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. 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. People. Patti Gamble – . Norwin. Chapter. Myth or Truth?. Successful people say, “If I can fit it in, I should fit it in.”. Very successful people are . absurdly selective. .. Purposefully, deliberately, and strategically eliminating the nonessentials.. 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 Have diversity in your reading Dont spend too much time in just one world take a look at Learning Goals. What is Impact Investing?. Why should we be interested in Impact Investing?. What are Impact Ratings?. How can a socially responsible investment be created and managed?. Why Impact Investing. 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.