INVESTING+YOUR+MONEY

**__ Thursday, March 28: __**
1.Check Stock Prices 2.Review classwork 3. Stock Wars

__** Wednesday, March 27: **__
1. Review classwork

**__ Tuesday, March 26: __**
1. Review classwork [|USING THE NYSE] 3. [|Introduction Document] to client. Use a Document. Share that with jgrams@hlv.k12.ia.us as your first task.
 * 2. **This activity will introduce you to how to use the NYSE Web Site to locate information on stocks. Print out this page and complete all of the assigned tasks.

**__ Friday, March 22 __**:
1. Check stock prices 2. Activity: Reading Stock Quote Tables (handouts) 3. Define (in your own words) each type of mutual fund: Then, for each of the investments situations below, select the type of mutual fund that would be most appropriate from the list above: 1. A person wants an international mutual fund without the risks associated with stocks. 2. An investore wants tax-exempt income from investments. 3. An investor is interested in investing in health-care stocks. 4. A person wants to invest in stocks from around the world. 5. A person is interested in long-term growth for future financial security. 6. an investor seeks to buy stock in companies located in Europe. 7. A retired person desires investment earnings to provide for current living expenses. 8. A person wants to invest in a blend of stocks and bonds. 9. An investor wants to invest in debt instruments issued by state and local governments. 10. A person expects growth of companies in Latin America.
 * Balanced Fund
 * Global Bond Fund
 * Global Stock Fund
 * Growth Fund
 * Industry Fund
 * Municipal Bond Fund
 * Regional Stock Fund

//** Assignment: **// //** Glossary of Stock Terms (from Thursday) **// //** Research and explain advantages and disadvantages of mutual funds. We will start class with a discussion of your findings. **//

WESEED stock choices [|Stock Bought and Sold] [|How to Read a Stock Table] //** Assignment: **// [|Glossary of Stock Terms]
 * __ Thursday, March 21: __**

__** Wednesday, March 20: **__ Discuss WESEED assignment

**// Assignment: //**
[|Stock Market Basics 101] Answers should be shared with jgrams@hlv.k12.ia.us

Review all classwork (Wednesday, Thursday, and Friday)
 * __ Tuesday, March 19: __**

__** Friday, March 15: **__
Use the website WESEED.com --- Create a We Seed account. This will be your personal account for this simulation.

Complete the handouts given to you (Lesson 1-Challenge 1: Lesson 1-Challenge 2; Lesson 2-Challenge 1; Lesson 2-Challenge2) Read the instructions for each handout. It explains exactly what you should do. We will discuss your work during Monday's class.

__** Thursday, March 14: **__
- Introduction - Pyramid of Investment Risk -Time Value of Money
 * Diversify Your Investment! **

//__** Assignment: **__// -Bonds -NASDAQ -Stock -Bull Market -Debt (corporate definition) -Dow Jones Industrial Average -IPO -Mutual Fund -Securities
 * //Define the following terms. Share all responses with jgrams@hlv.k12.ia.us//**

//1. The first publicly traded securities in the U.S. were issued for what reason?// //2. Which is the oldest company added to the Dow Jones Industrial Average?// //3. Who invented the first stock ticker and when?// //4. When did the "stock market" begin?// //5. The New York Stock Exchange was not the first stock exchange in the Unitted States. What was?//
 * //Short Answer://**

__**Wednesday, March 13:**__

** Investing: Making Money Work for You **
**Your parents were right: money doesn’t grow on trees. ** It actually grows on other money—which is where we get the old saying, “It takes money to make money.” Money does have an amazing ability to make more money. The good news is it doesn’t take much money to make this happen. You already have several powerful tools for reaching your financial goals, including a financial plan to help you map out the route and a spending plan to help you get there. In this unit, you will be introduced to two more powerful tools—saving and investing—which will really put your money to work for you.

** By the end of this unit, you will: ** • Know the difference between saving and investing • Be familiar with the time value of money • Be able to compare investment options • Recognize the risks and rewards of investing • Know how to integrate investing into your financial planning


 * WARM UP: **

1. Watch the video called [|"Making It and Keeping It."]

2. Watch the second video "Can You Afford to Retire?" media type="custom" key="22445586" width="150" height="150"

[|Can You Afford To Retire Notes] Respond to Part 2 using Google Docs and sharing with jgrams@hlv.k12.ia.us

3. Read Unit 3 (Investing) and complete the exercises below: ([|CLICK HERE] for class material)


 * Do [|Exercise 3B]
 * Do [|Exercise 3C]
 * Do [|Exercise 3D]