PPT-Investing in Your Future

Welcome to Central State University Office of Financial Aid Complete the Free Application for Federal Student Aid FAFSA wwwfafsaedgov School Code 003026 Priority Deadline January 31 Yearly. 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.. [date]. [venue]. [contact information]. Introduction. About the PFP Section & PFS Credential. The AICPA PFP Section provides information, resources, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and their closely held entities. Course Objectives. Explain What is a Stock. Explain the Types of Stocks. Explain the Classification of Common Stock. Describe the Role of Beta in Your Portfolio. List the Various Stock Screening Criteria. 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. Advantages of 401(k) Investing. © 2015 Morningstar. All Rights Reserved. . Participant control. Amount invested. Asset mix. Ownership of assets. Pre-tax investing. Tax deferral. Tailored investment plan. 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. PublicPrivate Partnerships Investing in our InfrastructureLong Beach Court BuildingSocial Infrastructure P3Design build finance operate and maintain3 year construction 35 years operationIncludes car p 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. Subject Layout. What is investing?. How does it work? (Compounding). Risk Tolerance: Know Yourself. Types of Investments. Portfolios and Diversification . What is Investing?. Definition: . The act of committing money or capital to an endeavor with the expectation of obtaining an additional income or profit. 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. Selection . and Management of Investments. Brief Summary of ESG & Faith-Based Investing. . DR. IRENE KIM, CPA. ASSOCIATE DEAN OF STUDENTS & FINANCE DIRECTOR. BUSCH SCHOOL OF BUSINESS. ESG Growth Forecast. 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, .