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Name ___________________________________ Computer # _____ Assignment Sheet TOPIC: Investing The Goal of financial management is to increase one’s net worth. Investing, through a variety of options is one way to build wealth and increase financial security. Many factors impact investment and retirement plans, including government regulations and global economic and environmental conditions etc. = As you finish these assignments, raise your hand so you can be checked off. SB= Assignment that earns you Staub Bucks ____KEY TERMS: EverFi – stocks, bonds, mutual funds, shareholders, dividends, price to earnings ratio. VB – back end loan, FDIC insured, front end loan, VB – capital gain, capital loss, common stock, money market, VB-Bear market, blue chip stock, bull market, diversification, investment portfolio, large-cap stock, small-cap stock VB- 401(K), Annuity, employer sponsored retirement plan, IRA, Keogh plan, pension, retirement, Roth IRA, Social Security ___EverFi “Investing” Lesson ___Pre-assessment ___Investing lesson ___ Investing PowerPoint ___ PowerPoint questions ___ VB Lesson “Intro to investing" Grade: See your rubric for details Level of engagement ________ Use of Learned Skills ________ Structure ________ Work Ethic ________ Preparation for Class ________ Total: ________ x 5 = ____ / 100 ___ Reading Quiz ___ Math Quiz ___VB lesson “Intro to investing ” SIM ___ VB Lesson “Risk Vs. Return" ___ Reading Quiz ___ Math Quiz ___VB lesson “Risk Vs. Return ” SIM ___ VB Lesson “Diversification" ___ Reading Quiz ___ Math Quiz ___VB lesson “Diversification ” SIM ___ VB Lesson “Investing for Retirement" ___ Reading Quiz ___ Math Quiz ___VB lesson “Investing for Retirement ” SIM ___ WRITTEN EXERCISES ____Exit Slip Day 1 ____Exit Slip Day 2 ____Exit Slip Day 3 ____Exit Slip Day 4 ____Exit Slip Day 5 __ SB make a crossword puzzle using 12 of the key terms ___SB Practice quizzes http://irc.emcp.com/index.php?titleID=2279&title=Personal%20Finance:%20A%20Lifetime%20Responsibility ______ Ch. 7 _______ Ch. 7 Word Game
