Investments Investment Options Stocks Kinds of stocks Common
- Slides: 26
Investments
Investment Options Stocks • Kinds of stocks – Common - voting – Preferred - safer
Investment Options Stocks • Profit from stocks – Dividends – Capital gain / loss
Investment Options Stocks • Stock markets – New York Stock Exchange (NYSE) – NASDAQ (tech stocks)
Investment Options Stocks • Stock market newspaper listing
Investment Options Stocks • Evaluating stocks – Blue-chip – Dow Jones – Bull market – Bear market – S&P 500 – Fortune 500
Investment Options High-Risk Investments • Commodities – Futures (contract) – Options (rights) • Penny stock
What do we call a stock that is considered a safe investment in a large corporation? A. B. C. D. E. Red-hot stock Blue-chip stock Bear stock Dividend stock NASDAQ
What do we call a stock that is considered a safe investment in a large corporation? A. B. C. D. E. Red-hot stock Blue-chip stock Bear stock Dividend stock NASDAQ
Investment Options Bonds and Securities • IOUs – Corporate – Municipal / state – Federal • Savings • Treasury (bonds, notes, and bills)
Investment Options Mutual Funds • Pool money / shared risk – Portfolio – Diversify
Investment Options Mutual Funds • Load v. no-load funds • Index funds
Investment Options Time Value of Money • Sheila and Bob – start at different ages
Investment Options Other Kinds • Real estate • Collectibles
What do you think? Discussion • How is the real estate market lately? Is it a good investment today? • Do you collect valuables? Why? • What kinds of collectibles provide the best chance of long-term success? Why? • Should investments be evaluated on short-term or long-term results? Why? © EMC Publishing, LLC
Investment Options Planning • Retirement • Estate
Investment Options Planning • Start planning now!
Investment Options Retirement • Sources of retirement income – Social Security (supplemental)
Investment Options Retirement • Sources of retirement income – Social Security (supplemental) – Company-sponsored • Pension • Profit-sharing / stock-bonus • 401(k) / 403(b) plan
Investment Options Retirement • Sources of retirement income – Social Security (supplemental) – Company-sponsored – Other • IRA • Roth IRA • SEP-IRA
When should you start planning for retirement? A. B. C. D. E. When you are in your 60 s When you are in your 50 s When you are in your 40 s When you are in your 30 s Right now
When should you start planning for retirement? A. B. C. D. E. When you are in your 60 s When you are in your 50 s When you are in your 40 s When you are in your 30 s Right now
Investment Brokers, Advisers, and Planners • Broker • Financial adviser
Investment Getting Started • Research a company – Newspapers – Online sources
Investment Getting Started • Online trading – High-risk – Fees per transaction
What do you think? Discussion • Will you be able to live on Social Security when you retire? Explain. • How can you get additional income for retirement? • Are investments for the rich only? • How might you start investing now? © EMC Publishing, LLC
- Explain the investment poem concerning stocks and bonds.
- Common risk factors in the returns on stocks and bonds*
- Fixed investment and inventory investment
- Common errors in investment management
- Find the lcm of 16 24 36 and 54
- Common anode and common cathode
- Highest common factors and lowest common multiples
- Lcm questions
- What are the factors for 54
- Common factors of 12 and 24
- Green growth investments
- Types of specialized investments
- International portfolio investments
- Essentials of investments 11th edition
- Diorama investments
- Manulife bank business loans
- For one-shot investments, the planning horizon is equal to
- Chapter 11 real estate and other investments
- Ryan broyles net worth
- Fmr fidelity
- Kieso chapter 17
- Investments an introduction
- Understanding investments
- Integrated territorial investment
- Morepower
- Investments background
- Yale university investment office