Saving & Investing

Never underestimate the power of a well-pinched penny – Anonymous

At the end of this workshop series, students will be able to:

  • Explain the difference between saving & investing.
  • Explain why saving and investing are necessary to accumulate lasting wealth.
  • Weigh the risks and returns of various financial assets including stocks, bonds, real estate and commodities.
  • Open a retirement account, buy and sell investments in such an account, and estimate all related transaction costs.
  • Explain what economic cycles are and why they’re likely to influence the future returns of different investments.
  • Discuss the pros-and-cons of investing for retirement in a Roth IRA vs. a 401K.
  • Evaluate different sources of investment information.
  • Explain how federal agencies protect investors.