Monday, March 13, 2017

Monday March 13

Intro to Investing primary source document- CLICK HERE  (read the document and underline any important information regarding the importance of investing) After each paragraph, summarize the paragraph on the line provided on the worksheet.

Handed out the Unit Exam Preview.  Remember, the 4 questions you see are the same 4 questions for the exam.  Tape/Glue/Staple the sheet into your notebook so you don't lose it.  As we go through this unit and address the talking points of each question, be sure to fill in those areas on the review sheet in preparation for the exam.

1.  Explain the role and importance of financial intermediaries in an economic system and their involvement in investing.
  • Mutual Funds
  • Financial Assets
  • Diversification
  • Portfolios
  • Risk and Liquidity
2.  Compare and contrast the structure of bonds and money markets and the role each play in the financial system.
  • Coupon Rate
  • Maturity
  • Par Value
  • Types of Bonds
  • Standard & Poor
  • Types of Markets
3.  How is stock performance measured? What information can indexes give perspective investors?
  • Risks
  • Brokers/Firms
  • Stock Exchanges
  • Bull/Bear
  • Dow/S&P 500
4.  Analyze the events of the Great Crash of 1929.
  • Early 1920’s Stock Market
  • Speculation
  • Wealth Distribution
  • Surplus of Goods
  • Buying on the Margin
  • Repayment of Loans

No comments: