PPT-Investing in

Real Estate with IRA Funds Benefits of a Real Estate IRA Helps You Take C ontrol Invest in what you know and understand Diversification of Your Retirement Portfolio Property prices do not move in correlation with the equity markets. 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. 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. Swarn Chatterjee. Department of Financial Planning, Housing, & Consumer Economics. University of Georgia. Topics for today’s discussion. Financial Capability. Behavioral Economics: The role of psychology in financial decision making. 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. Trends and Highlights. A Few Facts. $20B invested in the U.S. annually. 60,000 companies – 80% seed. 258,000 . active. angel investors. Average investment size - $10K - $100K. Not neat and tidy. Hard work but fun. 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. FOR ADVISOR USE ONLY. Agenda. . This material is presented for informational purposes only, and is not a legal, tax or investment opinion. The provision of the information contained herein and any oral or written communication regarding the same should not nor is intended to be construed as such. Interested persons should seek retained independent professional advice before acting or foregoing action in relation to any of the matters mentioned herein.. 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 : 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. 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.