PPT-Personal Investing 101

Why it Matters and What You Should Know Before You Start Prepared by David Bard What is Investing There are two ways to make money Working work hard to earn wages aka income Investing . 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.. [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. What is Investing?. Most people do this through investing. . Investing. is the p. urchase of . assets. with the goal of increasing future income. Characteristics:. Focuses on . wealth accumulation. 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. 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. Explore the world of personal finance with this comprehensive guide. Get answers to your burning questions on budgeting, saving, investing, and more. 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. 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. . investing. 1. Sustainable. investing – What is it?. Sustainable investing, also known as responsible or ESG investing, is an approach to investing that incorporates environmental, social and governance (ESG) factors in the research process to...