Saving and
Investing
Chapters 13-16 in Text
The Investment Pyramid
Attributes of Different Investments
Steps in Investment Planning
Websites with Investment Info
Investment and Financial Info
How to Save Money
Household Incomes in the U.S.
How are Dividends Paid?
Return on a Stock
• To find your annual rate of return, solve for “Rate” in
excel with PV = -3425, FV = 5455 and Nper = 6
• Rate = 8.07%
Stock Splits
Types of Stock
Yahoo! Finance Basic Stock Data
Why People Default on Loans
Where to find Research Reports
• Also Value Line (valueline.com) and Yahoo! Finance
Value Line Research Reports
Online Stock Trading
Dollar Cost Averaging
Who Owns Stock?
Return on a Bond
• To find your annual rate of return, solve for “Rate” in
excel with PV = -990, FV = 1180, Pmt = 52.5 and Nper = 6
• Rate = 7.92%
Tax Equivalent Yields
Basic Bond Data
Who Owns Stock?
Treasury vs. Corporate Bond Ylds
Invesco Growth and Income Mutual Fund Holdings
Mutual Fund Fees and Expenses
Well-Known Families of Funds
Comparing Mutual Funds
Who Owns Mutual Funds?
Advantages and Disadvantages of Investing in Mutual Funds