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  • Document 15

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    The fundamentals of Investing is a note - taking guide to investing. Take Charge Today is funded by a grant from take charge america, Inc. To the Norton School of Family and Consumer Sciences Take Charge America Institute at the university of arizona.

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    The fundamentals of Investing is a note - taking guide to investing. Take Charge Today is funded by a grant from take charge america, Inc. To the Norton School of Family and Consumer Sciences Take Charge America Institute at the university of arizona.

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    © All Rights Reserved
    Descărcați ca PDF, TXT sau citiți online pe Scribd
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    22 vizualizări4 pagini

    Document 15

    Încărcat de

    api-296019366
    The fundamentals of Investing is a note - taking guide to investing. Take Charge Today is funded by a grant from take charge america, Inc. To the Norton School of Family and Consumer Sciences Take Charge America Institute at the university of arizona.

    Drepturi de autor:

    © All Rights Reserved
    Descărcați ca PDF, TXT sau citiți online pe Scribd
    Indicator pentru conținut neadecvat
    din 4

    Page|16

    2.4.4.L1

    TheFundamentalsofInvestingNoteTakingGuide

    TotalPointsEarned

    TotalPointsPossible

    Percentage

    Name

    Date

    Class

    CharacteristicsofInvestments

    Defineinvestments:

    Investmentshavethepotentialfor

    Definereturn:

    ____________returns.

    Allinvestmentshavesome

    Defineinvestmentrisk:

    _____________.

    Investmentsareimportanttobuilding

    Whyareinvestmentslessliquidthansavingstools?

    _________________________.

    Investmentsarefor

    Twoexamplesoflongtermgoalsare:

    _____________________goals.

    Rateofreturn:

    Strivetohavetherateofreturnonan

    investmentbe_________________
    thantherateofinflation.

    Defineinflationrisk:

    TakeChargeTodayApril2014TheFundamentalsofInvesting
    FundedbyagrantfromTakeChargeAmerica,Inc.totheNortonSchoolofFamilyandConsumerSciencesTakeChargeAmericaInstituteatTheUniversityofArizona

    Page|17
    2.4.4.L1

    Bond
    Risklevel:

    Definition:

    Description:

    Typeofreturn:

    Stock
    Definition:

    Dividendreturnsare:

    Risklevel:

    Capitalgainreturnsare:

    RealEstate
    Definition:

    Typesofreturnsinclude:

    Risklevel:

    SpeculativeInvestments
    Definition:

    Examplesinclude:

    Risklevel:

    Returns:

    TakeChargeTodayApril2014TheFundamentalsofInvesting
    FundedbyagrantfromTakeChargeAmerica,Inc.totheNortonSchoolofFamilyandConsumerSciencesTakeChargeAmericaInstituteatTheUniversityofArizona

    Page|18
    2.4.4.L1

    MutualFund&IndexFund

    Definition:

    Typesofreturns:

    Risklevel:

    Advantage:
    Whatisincluded?

    Disadvantage:

    Howisanindexfunddifferentthanamutualfund?

    Lendingvs.Owning

    Lending

    Owning

    Typeofinvestmenttools:

    Typeofreturns:

    Typeofinvestmenttools:

    Typeofreturns:

    Typically,investmentsthatareaformofowninghave:

    ________________
    inflationrisk

    _________________

    potentialforhighreturns

    ______________
    investmentrisk

    TakeChargeTodayApril2014TheFundamentalsofInvesting
    FundedbyagrantfromTakeChargeAmerica,Inc.totheNortonSchoolofFamilyandConsumerSciencesTakeChargeAmericaInstituteatTheUniversityofArizona

    Page|19
    2.4.4.L1

    InvestmentPhilosophy

    Eachindividualhasa
    toleranceforthe
    amountof

    _________________

    Generallydividedintothreecategories:

    Maybeinfluencedby:

    PortfolioDiversification
    Definition:

    Purpose:

    Impactithasonrisk:

    BrokerageFirms

    Whatisastock
    exchange?

    Whatisabrokeragefirm?

    Whatisthedifferencebetweenafullservice
    anddiscountbrokeragefirm?

    Allbrokeragefirmscharge

    ____________fortheirservices.

    Whatisonequestiontoaskwhenchoosingafirm?

    TaxAdvantagedInvestments
    Howdotaxadvantaged
    investmentsbenefit
    consumers?

    Whenaretaxespaid?

    Whyshouldan
    employeeinvestinan
    employersponsored
    plan?

    Whatareexamplesof
    retirementaccounts?

    TakeChargeTodayApril2014TheFundamentalsofInvesting
    FundedbyagrantfromTakeChargeAmerica,Inc.totheNortonSchoolofFamilyandConsumerSciencesTakeChargeAmericaInstituteatTheUniversityofArizona

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