Finance Unit 4

Competencies:

Intro to Investing

  • 7: Demonstrate creativity and resourcefulness.
  • 9: Demonstrate effective reading and writing skills.
  • 10: Demonstrate critical-thinking and problem-solving skills.
  • 100: Identify short-term and long-term personal financial goals.
  • 102: Examine components and purposes of a personal net worth statement.
  • 104: Investigate the effects of government actions and economic conditions on personal financial planning.
  • 105: Explain how economics influences a personal financial plan.
  • 108: Explain costs and income sources for investments.

Risk vs. Return

  • 7: Demonstrate creativity and resourcefulness.
  • 9: Demonstrate effective reading and writing skills.
  • 10: Demonstrate critical-thinking and problem-solving skills.
  • 106: Compare the impact of simple interest vs. compound interest on savings.
  • 107: Compare and contrast investment and savings options.
  • 108: Explain costs and income sources for investments.

Diversification

  • 7: Demonstrate creativity and resourcefulness.
  • 9: Demonstrate effective reading and writing skills.
  • 10: Demonstrate critical-thinking and problem-solving skills.
  • 111: Explore how the stock market works.

Intro to Retirement

  • 7: Demonstrate creativity and resourcefulness.
  • 9: Demonstrate effective reading and writing skills.
  • 10: Demonstrate critical-thinking and problem-solving skills.
  • 109: Examine the fundamental workings of the Social Security System and the system’s effects on retirement planning.
  • 110: Contrast alternative retirement plans

Class Materials:

Unit 3 Readings Cover Sheet

Finance Unit 3 Teaching & Pacing Guide

How the Market works Stock game (Spring 2017)

Virtual Business

Practical Application activity