May 15th-May 19th
Come to class to see the warm ups. Jeff King continues investment unit.
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May 8th Warm Up: Specific to class today. Read Mondelez International Business Summary In your journal write down the three things you think are most important to track the success of your portfolio. May 9th Warm Up: How does stress effect my decision making? How can my investment decisions be impacted by stress? Share what you learned about your ratios. Continue working with Jeff on your investment portfolio. May 10th-No class May 11th Warm Up- What is a mission statement and why is it important? 1) Write your mission statement around your portfolio. Some examples from: http://www.businessnewsdaily.com/3783-mission-statement.html Starbucks: "To inspire and nurture the human spirit – one person, one cup and one neighborhood at a time." Amazon: "To be the most customer-centric company in the world, where people can find and discover anything they want to buy online." 2) Choose three ratios and use them to evaluate the company you chose in class on Tuesday. May 1st
Warm Up-Has your risk tolerance changed over time with what you have learned in class? May 2nd Warm up: What criteria will you be using to decide on your stock portfolio? What is most important to you as you move forward in this process? Using Yahoo Finance create a portfolio of 20-30 stocks for a total of $500,000 in shares. Why did you choose the stocks you did? Article on the PE Ratio May 3rd-No class May 4th Warm Up: How do you think emotions play in to the choices you make when choosing stocks to invest in? Do you think being emotionally invested in your portfolio is important or should be avoided? Why or why not? April 24th
Continue to work on project. Make up the test for those who missed Friday. You have until the end of Monday to make up the test for credit unless you have made special arrangements. April 25th Peer review of project Continue work on project. April 26th-No class April 27th Project is due!!!! Peer playing/reading/grading projects. April 28th Peer playing/reading/grading projects. April 17th
Warm Up: What is a mutual fund? Why might it be useful for conservative, moderate and aggressive investors? Continue to work on your project. ****10 Participation points awarded each day. Should you leave class for an extended period of time you will lose 50% of the daily participation points. April 18th Warm up: calculate federal taxes. Your pay is $65,932. Federal tax brackets are as follows: $0-9,325 10% $9,326-$37,950 15% $37,951-$91,900 25% Total tax paid: ? Study Guide-Test 04/21 Peer review April 19th-No class April 20th Continue working on project. April 21st Test! If you miss the test on Friday you have until the end of Monday, 04/24 to make it up! April 10th
Warm Up: What is your favorite board game? Why do you love it? What makes it fun to play? ****10 Participation points awarded each day. Should you leave class for an extended period of time you will lose 50% of the daily participation points. The BIG Project Choose to write the Book of Life or create a Game of Life. Due 04/27. To have a successful project you must include at least eight of the 11 topics that we have covered. How you present them is up to you.
Grading structure:
April 11th Warm Up: What does "professionalism" mean to you? What percentage of your life would you say you exhibit "professional" characteristics? Continue to work on your project. ****10 Participation points awarded each day. Should you leave class for an extended period of time you will lose 50% of the daily participation points. April 12th-No class April 13th Warm up: Does your family make donations to charities? If so, why and do you know which ones? If you had $500 to give to one or more charities, which would you choose? Why might someone give to a charity? Continue to work on your project. ****10 Participation points awarded each day. Should you leave class for an extended period of time you will lose 50% of the daily participation points. April 14th Warm Up; Which do you value more?-contentment and personal fulfillment or financial security and status. Why? Continue to work on your project. ****10 Participation points awarded each day. Should you leave class for an extended period of time you will lose 50% of the daily participation points. April 3rd-No School
April 4th Warm Up: What do you think it means to "invest your money"? What questions do you have about investing or the investment process? Guest Speaker: David Tranum from Wells Fargo April 5th -No class April 6th Warm Up: What are two things you learned about investing from our guest speaker? Risk tolerance Take the quiz to find out your risk tolerance and record the result in your journal. Summarize the three main types of risk. Investment pitch: Research the pros and cons of stocks, bonds and cash investments.
April 7th Warm Up: Free write-tell me about something in your life that you are proud of, nervous about , looking forward to or excited about happening. Continue with your pie charts from Thursday. Investment pitch: Choose someone you know fairly well and design a portfolio (pie chart) for them.
March 13th
Warm Up: What types of insurance are available to you as a consumer? What is insurance and why do we need it? Write down six types of insurance that are of interest to you and answer the following questions about each one.
March 14th Warm Up: Do you need health insurance? Why or why not? Guest Speaker: Kristin Hoff March 15th-No class March 16th Warm Up: Do you think you will borrow money to go to college? Why or why not? Student loans Part 1: Summarize the types of student loans available to you as a an undergraduate college student. Link to a helpful article.
Part 2: Choose the College of your choice-FLC if you don't know yet.
Extra credit: +5 points
March 17th Warm Up: What type of conversations have you had with your family about the cost of college, how it will be paid for, and who will be responsible? Guest Speaker: Jess! March 6th
Warm Up: If someone gave you $500 to do something for someone else what would you do for them? Pick a person you know or a situation you have encountered. Finish Mortgage worksheet from Friday. March 7th Warm Up: What are some advantages/disadvantages to renting? What are some advantages/disadvantages to buying a house? How Much House Can I Afford? Worksheet How Much House Can I Afford calculator US Bank Mortgage Calculator for comparing loans March 8th-No class March 9th Warm Up: How will you know you are ready to buy a house? What three things might need to be true for you to feel like it is the "right time"? What is a Shared Appreciation loan through La Plata Homes Fund? Is it something that will be helpful to you in your current home buying situation? What are your thoughts on programs like the Shared Appreciation loan for home buyers? Buy a house!
March 10th Warm Up: How are you feeling about the home buying process? Are you finding the house you thought you would? Finish up any mortgage related items. Feb 27th
Warm Up: What are two things you have learned so far in this class that you think will be helpful when you are in College? Jeopardy as a study guide for the test on Tuesday Study Guide Feb 28th- SNOW DAY! Marc 1st-No class Mar 2nd Warm Up: What is the best advice someone has given to you? Test! March 3rd Warm Up: What is the coolest thing you think you will do by the time you are 25? A goal you expect to accomplish or a bucket list item completed. Mortgage Worksheet- Info below is the same How Much House Can You Afford? calculator Pros/Cons and a current interest rate for the following types of mortgages: Conventional-30 year Conventional-15 year FHA Loans VA Loans ARM-5 year Jumbo loan-What is it? What are the loan options for putting less than 20% down? Part B- Use the Bankrate.com “How much House can you Afford” calculator to help you answer the following questions. Use $800 each for homeowners insurance and real estate taxes. Every field must be filled in. 1) Your salary is $75,000 (take home) a year or $6,250 a month. You have saved $100,000 through diligent monthly savings. You are 30 years old and single. Your total monthly expenses are $3,275, which includes a car payment for $300 and monthly rent of $1,250. How much house can you afford? Which loan will you choose for them? What is the interest rate? How much will the monthly payment be? 2) Your salary is $46,000 (take home) a year or $3,833 a month. You have saved $22,000 though diligent savings. Your total monthly expenses are $2,000, which includes a credit card payment of $90 and monthly rent of $1,250. How much house can you afford? Which loan will you choose for them? What is the interest rate? How much will the monthly payment be? |