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Appendix B

Appendix B. Pg. 702 “How to Invest in Stocks” Guest Speaker Quick overview of personal finance. Tools for Success!. Knowledge- Why? Credit Score – what you don’t know CAN hurt you Time: Two Twins – (age 22) A. IRA @ 12%, $2,000 per year until age 28

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Appendix B

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  1. Appendix B • Pg. 702 • “How to Invest in Stocks” • Guest Speaker • Quick overview of personal finance

  2. Tools for Success! • Knowledge- Why? Credit Score – what you don’t know CAN hurt you • Time: Two Twins – (age 22) • A. IRA @ 12%, $2,000 per year until age 28 • B. IRA @ 12%, $2,000 per year age 29-65

  3. Books • “The Wealthy Barber”, David Chilton • “The Millionaire Next Door”, Thomas Stanley and William Danko • “Rich Dad, Poor Dad”, Robert Kiyosaki • “Investing for Dummies”, Eric Tyson • And LOTS more………

  4. Investment Vehicles • Advantages and Disadvantages • Stock • Preferred Stock • Bonds • Mutual Funds

  5. Understanding Stocks • Stock Quotes (per share) • Measuring returns (include taxes and expenses) • Risk vs. return (buying on margin) • DOLLAR COST AVERAGING (per month) • RULE OF 72 (time to double investment) • Influences: economic conditions, industry, characteristics of the firm

  6. Stock Quotations • Price = Value of firm/ # of shares • 52 week price range • Symbol : Nike = NKE • Dividend • Price to Earnings Ratio (P/E) • Volume • Indexes: S&P, Dow, NASDAQ

  7. Factors effecting stock prices • Economic conditions • Market conditions • Industry • Firm • Public opinion….the “swarm” • Stock market “efficiency”

  8. Who can help!?!? • Professionals: Stock brokers, investment representative, financial planners etc. • Media: WSJ;, Money Magazine, PBS, CNN • Internet: Yahoofinance.com, bankrate.com, 1000’s of sites! • Study, personal financial plan – Fin 218. • PAY YOURSELF FIRST

  9. Next Time • Review financial section – work day • Finance Plans due next week (Thursday).

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