Lesson Objectives
- Explain the basics of saving and investing.
- Identify types of savings and investments.
- Discuss factors to consider when evaluating savings and investment alternatives.
Notes 1-1
- Obtain a Notes 1-1 Handout (Espanol) from your instructor and fill in the missing parts through the presentation. You can also view the Notes 1-1 Presentation (Espanol).
Assignment IVU1
- Inside of your 21st Century Skills folder, create a new folder named Investing Unit. You will place any files you create in the Investing Unit inside of this folder. Click the SHARE button and share it with your instructor.
Assignment IVU2
- Make a copy of this spreadsheet.
- Fill in the Completed column with an X as you get your assignments completed as a means to stay organized.
Assignment IVU1.1
- Inside of your Investing Unit folder, create a new folder titled Lesson 1. All your tasks completed in Lesson 1 should be stored in this folder.
Assignment IVU1.2
- In your notes today, we talked about a variety of saving and investment opportunities people have the options to choose from. When considering any of them, the concept of risk needs to be considered.
- Using the information in your notes as well as information from online research, identify the level of risk for each of the investments listed below.
- collectibles
- commodities
- gems
- growth mutual funds
- growth stocks
- high-quality corporate bonds
- money market account
- municipal bonds
- precious metals
- real estate
- savings accounts
- U.S. savings bonds
- U.S. Treasury securities
- Make a copy of this Google Drawing, title it Risk-(Your Initials), and move it into your Lesson 1 folder. In the diagram, organize your list above into what level of risk it would fall under after doing your online research.