Investments (PLVS)
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Investments (PLVS)

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    Investments (PLVS) Investments (PLVS) Presentation Transcript

    • INVESTMENTS Strategies, Retirement, Stock Market…
      • Investing—putting money to work so that it makes even more money over time.
      INVESTMENT
    • INVESTMENT CHARACTERISTICS
      • Return—income an investment produces
      • Liquidity—the ease with which assets can be converted to cash
      • Volatility—the degree to which an investment’s return or value may change
      • Risk—possibility of variation in the return on investment
    • PRINCIPLES OF INVESTING
      • Identify Objectives—purpose/goals
      • Focus on Strategy
      • *income
      • *growth
      • *tax reduction
      • Diversify Investments
    • LEARNING ABOUT INVESTING
      • Reliable media sources
      • Courses in financial planning
      • Investment clubs
      • Professional advisors
    • RETIREMENT PLANNING
      • Social Security
      • Pension Plans
          • Defined-benefit plan
          • Defined-contribution plan
      • 401K
      • Others
    • PERSONAL INVESTMENTS
      • Individual Retirement Accounts
          • Traditional IRA
          • Roth IRA
      • Keogh Plans
    • TAKING CHARGE
      • Start Early
      • Review Your Plan Regularly
    • STOCK MARKET
      • Stock—ownership interest in corporation
      • Shares—individual units of ownership
      • Shareholders—part-owners of the corporation
    • STOCK TRADING
      • Stock Market—auction of sorts
      • Stock Exchange—trading floor
          • NYSE-New York Stock Exchange
          • AMEX-American Stock Exchange
      • Nasdaq—global electronic network
      • SEC—Securities and Exchange Commission
    • RETURNS ON STOCKS
      • Dividend—a payment to shareholders that represents a portion of the company’s net profits
      • Capital gains and losses—buy low, sell high=capital gain or buy high, sell low=capital loss
    • OTHER WAYS TO BUY STOCK
      • 401(K)—defined contribution plan employee contributes on a pre-tax basis which might be invested in stock
      • ESOP—Employee Stock Ownership Plan
      • Mutual Funds—a group of investments held in common by many individual investors
    • RISK OF OWNING STOCK
      • The Company’s Health
      • Industry Trends
      • Economic Factors
      • National and World Events