Day 156

Lesson Objectives

  • Explain how investing builds wealth and helps meet financial goals.
  • Examine the relationship between diversification and risk.
  • Identify regulatory agencies and their functions.

Assignment IVU1.3

  1. Watch Video 1.1
  2. Record the missing words from pages 164-165 of the textbook as they pop up on the left side of the video screen by filling in this form.  (pages 164-165) .
  3. Discussion Questions:
    1. What is the Fifth Foundation?
    2. Why is it important to complete Foundation One through Four prior to investing?
    3. What is a nest egg?
    4. What is a pinnacle point?
    5. What is the KISS method?
  4. Watch Video 1.2
  5. Record the missing words from pages 165-167 of the textbook as they pop up on the left side of the video screen by filling in this form.  (pages 165-167) .
  6. Discussion Questions:
    1. Explain how diversification helps to protect your wealth.
    2. Explain what the risk-return ratio is.
    3. Why should inflation and taxes be considered when making your investments?
    4. Explain what the liquidity of an asset refers to.

Assignment IVU1.4

  1. After completing the assigned tasks in Lesson 1 above, share your Lesson 1 folder with your teacher.  These are the files you should have in your Lesson 1 Folder:
    • Risk

Lesson 1 Quiz-IVU

  1. Complete the Lesson 1 Quiz for the Investing Unit.