PPT-Investing for Retirement

Advantages of 401k Investing 2015 Morningstar All Rights Reserved Participant control Amount invested Asset mix Ownership of assets Pretax investing Tax deferral Tailored investment plan. 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.. 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. Sonny Barber - USDA. Becky Priebe – Washington State. Mary Fran San Soucie – Montana State. OPM Advice. Five years out. OPM advises them to see . you. Must carry health continuously for 5 years prior to retirement (or during all federal employment since 1. 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. What are you saving for?. Two sides to retirement. Source: Retiree Insights 2018 Survey of Consumers Ages 50-59, Greenwald & Associates/The Diversified Services Group . of . preretirees. have made . 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 : Discover the Jealously Guarded Insights of Real Estate Tycoons and Hot Dealers! Visit: https://bit.ly/3vNaLcz PublicPrivate Partnerships Investing in our InfrastructureLong Beach Court BuildingSocial Infrastructure P3Design build finance operate and maintain3 year construction 35 years operationIncludes car p PLANNING FOR THE FUTURE. WHY DO I NEED INSURANCE OR A RETIREMENT ACCOUNT WHEN I’M YOUNG AND . HEALTHY?. BLOCKING . THE COST OF RISK. Health. Auto. Life. Disability. Long-term care. Property. MINDSET FOR STARTING YOUNG. 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. 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, .