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.
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.