1. Personal Finance:Another Perspective Investments 9:Portfolio Rebalancing and Reporting 2. Objectives A.Understand portfolio rebalancing B.Understand the importance of…

Slide 11 Personal Finance: Another Perspective Investments 3: Securities Market Basics Slide 2 2 Objectives A. Understand the different types of securities markets B. Understand…

1. Personal Finance: Another Perspective Investments 10 -Behavioral Finance Much of this material is taken from the bookThe Psychology of Investingby John R. Nofsinger, Prentice…

Slide 1 1 1 Personal Finance: Another Perspective Investments 6: Mutual Fund Basics Updated 2014-03-04 Slide 2 2 2 Objectives A. Understand the advantages and disadvantages…

Slide 1Personal Finance: Another Perspective Investments 1: Before you Invest Slide 2 Objectives A. Know what to do before you invest B. Understand the ten principles of…

Slide 1“Now, I’m in real trouble. First, my laundry called and said they lost my shirt, and then my broker said the same thing.” Leopold Fechtner Personal Finance:…

Slide 1Personal Finance: Another Perspective Investments 4: Stock Basics Slide 2 Objectives A. Understand risk and return for stocks B. Understand stock terminology C. Understand…

Slide 1 Personal Finance: Another Perspective Investments 5: Stock Basics 1 Slide 2 Objectives A. Understand risk and return for stocks B. Understand stock terminology C.…

Slide 1 1 Personal Finance: Another Perspective Investments 11 - Final Questions & Answers Slide 2 Questions 1. How do I set up an investment account? 2. What is the…

Slide 1 Personal Finance: Another Perspective Investments 3: 12 Important Lessons Slide 2 Objectives for this Session A. Understand the investment hourglass B. Understand…