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:
Finance Unit 3 Teaching & Pacing Guide
How the Market works Stock game (Spring 2017)
Virtual Business
- PowerPoint (Lesson 13 – Intro to Investing, Investing for Retirement pp, Risk vs. Return PP, Lesson 15 – Diversification pp)
- Reading Material (Intro to Investing Reading Packet, Invest for Retire Reading packet, Risk vs return reading packet, Diversification Reading Packet)
- Modified Math Material (Intro to Investing modified math, Investing for Retirement modified math, risk vs return modified math, Diversification modified math)
- Unit 3 Vocabulary
- Unit 3 Student Notes Packet
- What’s My Stock Symbol
- EconoEdLink NYSE Made Easy Student Worksheets
- Financial Markets Video Notes
- Jeopardy Unit 3 Review Jeopardy
- Vocabulary Quiz
- Test
Practical Application activity
- Kiplinger Top-Performing Mutual Funds Link
- Savings and Investment calculator
- Mortgage Payment Calculator