PPT-Introduction to Investing

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. 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. 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. 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. "Take Charge of Your Finances" Advanced Level. Saving and Investing. Once an appropriate amount of . liquid assets are reached. Recommend refocusing goals from saving to investing. Remember: . The purpose of savings is to develop financial security. 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. Who is YIS. The Young Investors Society (YIS) is a 501(c)(3) not-for-profit student organization. It was established in 2014 by James Fletcher, portfolio manager at Kayne Anderson Rudnick Investment Management.. 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.. 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. Chris Dondzila, PhD . Steve Glass, PhD, FACSM. Department of Movement Science. Grand Valley State University. 1. What Does Retirement Mean To You?. 2. The Reality. More than just finances! What about your body???. 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...