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.