Objective 4.03 Handouts
25
6200/6600 Principles of Business and Finance Summer 2010 Page 289 Name: ______________________ Class: _______ Date: _______ Forbes 400 Wealthiest Individuals Activity Directions: In an effort to better understand how wealth is tied to investing, please complete the following tasks: 1. Use the list of wealthiest individuals from the website provided by your teacher. 2. Complete the chart by providing information for three of the people on the Forbes 400 Wealthiest Individuals list. Choose at least one person from a country other than the United States. Person Age Country Amount and Source of Wealth Industry Education and Background Summary about the person 1 2 3 What are your thoughts about the people researched and other information you obtained? _________________________________________________________________________________________________ _________________________________________________________________________________________________
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Transcript of Objective 4.03 Handouts
6200/6600 Principles of Business and Finance Summer 2010 Page 289
Name: ______________________ Class: _______ Date: _______
Forbes 400 Wealthiest Individuals ActivityDirections: In an effort to better understand how wealth is tied to investing, please complete the following tasks:
1. Use the list of wealthiest individuals from the website provided by your teacher.2. Complete the chart by providing information for three of the people on the Forbes 400 Wealthiest Individuals list.
Choose at least one person from a country other than the United States.
Person Age Country Amount and
Source of Wealth
Industry Education and
Background
Summary about the person
1
2
3
What are your thoughts about the people researched and other information you obtained?__________________________________________________________________________________________________________________________________________________________________________________________________
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ce S
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age
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Na
me
: ___
__
___
___
__
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Sa
vin
g a
nd
Inve
stin
g B
as
ics
Org
an
ize
rD
irectio
ns: P
rovid
e re
spo
nse
s fo
r the
liste
d ite
ms.
Sa
vin
g a
nd
Inve
stin
g B
as
ics
Why d
o in
divid
ua
ls, b
usin
esses, a
nd g
ove
rnm
ent b
orro
w m
on
ey?
Sa
vin
g in
flue
nc
es
on
ec
on
om
ic a
ctiv
ityD
escrib
e h
ow
savin
g m
ay in
fluen
ce e
cono
mic
activity.
Sa
vin
g a
nd
Inve
stin
gg
oa
lsW
hat a
re th
e m
ain
go
als
of s
avin
g a
nd
inve
stin
g?
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ce S
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291
Sa
vin
g a
nd
Inve
stin
g B
as
ics
Org
an
izer
Co
ntin
ue
d
Ho
w d
oe
sth
e fre
qu
ency
of c
om
po
un
din
g in
tere
st im
pa
ct th
e g
row
th o
f savin
gs?
__
__
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____
___
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__
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___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
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___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
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___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
_
Sa
vin
gs
gro
wth
Ho
w is
gro
wth
of s
avin
gs m
ea
sure
d?
De
sc
ribe
the
typ
es
of
inte
res
tH
ow
are
the
diffe
ren
t inte
res
t ca
lcu
late
d?
Sim
ple
Inte
rest
Co
mpo
und
Inte
rest
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Na
me_
___
__
___
___
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___
___
___
__
C
lass _
___
___
__
___
__
__
Da
te _
__
__
__
__
Ve
ry Im
po
rtan
t Bu
sin
es
s T
erm
sA
ctiv
ityD
irectio
ns: In
the
righ
t-ha
nd
colu
mn o
f the ta
ble
, de
scrib
e w
hy th
e te
rms lis
ted
in th
e
left-h
and
colu
mn
are
imp
orta
nt to
the lis
ted
top
ics.
Ve
ry Im
po
rtan
t B
us
ine
ss T
erm
sW
hy is
the
term
imp
orta
nt to
the
top
ic?
Sa
vin
g a
nd
Inve
stin
g B
as
ics
Sa
ving
Sa
ving is
imp
era
tive to
a fin
an
cia
l pla
n, w
hic
h m
ake
s a
vaila
ble
m
one
y for in
vestin
g.
Inve
stin
g
Sto
ck
Op
tion
sP
refe
rred
stock
Co
mm
on s
tock
Sto
ckho
lde
r
Sto
ck e
xchan
ge
Ma
rket va
lue
Bo
nd
s a
nd
Mu
tua
l Fu
nd
s O
ptio
ns
Mu
nic
ipa
l bo
nd
s
Co
rpo
rate
bon
ds
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ce S
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Ve
ry Im
po
rtan
t Bu
sin
es
s T
erm
s A
ctiv
ity C
on
tinu
ed
Mu
tua
l fun
d
Oth
er In
ve
stm
en
t Op
tion
sR
ea
l esta
te
Equ
ity
Asse
sse
d va
lue
Co
mm
od
ities
Fu
ture
s co
ntra
ct
Co
llectib
les
Fa
cto
rs fo
r Eva
lua
ting
Sa
vin
g a
nd
Inve
stin
g O
ptio
ns
Yie
ld
Liq
uid
ity
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ce S
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Na
me
: ___
__
___
___
__
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Sa
vin
g O
ptio
ns
Org
an
ize
rD
irectio
ns: P
rovid
e in
form
atio
n a
bou
t the
liste
d s
avin
gs p
lan
s a
nd p
rovid
e a
t lea
st tw
o
exa
mp
les o
f wh
en
ea
ch typ
e m
ay b
e u
sed
.
De
sc
ribe
sa
vin
gs
pla
ns
,in
clu
de
de
tails
ab
ou
t pe
na
lties
for w
ithd
raw
als
, an
d
ex
am
ple
s.
Sa
vings A
ccou
nt
Ex
am
ple
s:
Sa
ve $
300
for a
n u
pco
min
g
trip
Ce
rtifica
te o
f De
po
sit
(CD
)
Ex
am
ple
s:
Sa
ve m
on
ey fo
r at le
ast s
ix m
onth
s fo
r a h
olid
ay
cele
bra
tion
Mo
ne
y Ma
rket A
ccou
nt
Ex
am
ple
s:
Sa
ve m
on
ey a
t a h
igh
er
inte
rest ra
te fo
ra
n
up
com
ing p
roje
ct
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ce S
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age
295
Na
me
: ___
__
___
___
__
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Ho
w S
avin
gs
Gro
w A
ctiv
ityD
irectio
ns: C
alc
ula
te th
e b
ala
nce
an
d in
tere
st.
Se
ctio
n A
: Ca
lcu
late
sim
ple
inte
res
t.U
se th
e s
imp
le in
tere
stra
te fo
rmu
la: P
=P
rincip
al, R
=R
ate
, T=
Tim
e a
nd
I=In
tere
st R
ate
P
* R * T
= I.
Exa
mp
le:$
500
*.03
*1=
$1
5
Prin
cip
al
Ra
teT
ime
Am
ou
nt o
f In
tere
st
En
din
g
Ba
lan
ce
$5
00
3%
1 ye
ar
$1
5
$5
00
8%
1 ye
ar
$5
00
8%
2 ye
ars
$5
00
8%
3 ye
ars
$4
,50
08
%3
yea
rs
$4
,50
01
0%
3 ye
ars
Se
ctio
n B
: Ca
lcu
late
inte
res
t co
mp
ou
nd
ed
an
nu
ally
.U
se th
e c
om
pou
nd
form
ula
: A=
Am
ou
nt, P
=P
rincip
al a
mo
un
t (the
initia
l am
oun
t you
b
orro
w o
r de
po
sit), r=
An
nua
l rate
of in
tere
st (as a
de
cim
al), a
nd
n=
Nu
mbe
r of tim
es
inte
rest is
com
po
un
ded
A=
P(1
+r/n
) nt
Ye
ar
Be
gin
nin
g
Ba
lan
ce
8%
Inte
res
tE
nd
ing
Ba
lan
ce
1$
500
$4
0$
540
2345
Tota
l Am
oun
t of In
tere
st
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Ho
w S
avin
gs
Gro
w A
ctiv
ityC
on
tinu
ed
Se
ctio
n C
:C
alc
ula
te in
tere
st c
om
po
un
de
d q
ua
rterly
at 8
% a
nn
ua
l inte
res
t rate
.1
.M
ultip
ly the
prin
cip
al(b
egin
nin
g b
ala
nce
) by ¼
of th
e in
tere
st ra
te to
dete
rmin
e th
e
am
ou
nt o
f inte
rest p
aid
for th
e firs
t qu
arte
r.2
. Mu
ltiply th
e (p
rincip
al +
first q
ua
rter in
tere
st)
by ¼
of th
e in
tere
st rate
to d
ete
rmin
e
the
am
ou
nt o
f inte
rest p
aid
for th
e s
eco
nd q
ua
rter. In
tere
st p
aid
for re
ma
inin
g
qu
arte
rs is
ba
sed
on
prin
cip
ala
nd
inte
rest p
aid
the
pre
viou
s q
ua
rters.
2.
Ad
d th
e fo
ur q
ua
rters
of in
tere
st to
ge
the
r to d
ete
rmin
e th
e to
tal in
tere
st fo
r yea
r.3
. Ad
d b
egin
nin
g b
ala
nce a
nd
tota
l inte
rest fo
r the
yea
r to d
ete
rmin
e e
nd
ing b
ala
nce.
4.
The
en
din
g b
ala
nce b
ecom
es th
e b
egin
nin
g b
ala
nce fo
r the
ne
xt yea
r.
Ye
ar
Be
gin
nin
g
Ba
lan
ce
$5
00
Firs
t Q
ua
rter
Se
co
nd
Q
ua
rter
Th
ird
Qu
arte
rF
ou
rth
Qu
arte
rT
ota
l In
tere
st
En
din
g
Ba
lan
ce
123456
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Na
me: _
__
__
__
___
___
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Sto
ck
Op
tion
sO
rga
nize
rD
irectio
ns: P
rovid
ein
form
atio
na
bou
t the
liste
d ite
ms.
Ma
in ty
pe
s o
fs
toc
ks
Pre
ferre
d s
toc
k d
escrip
tion
Co
mm
on
sto
ck
des
crip
tion
Sim
ilaritie
s b
etw
ee
n c
om
mo
n a
nd
pre
ferre
d s
toc
k
Diffe
ren
ce
s b
etw
ee
n c
om
mo
n a
nd
pre
ferre
d s
toc
k
Po
ss
ible
ac
tivitie
s in
vo
lve
d in
trad
ing
sto
ck
sD
escrib
e th
e ro
le o
f sto
ckb
roke
rs.
What is
the
pu
rpo
se o
f the
stock e
xcha
nge
?
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ce S
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age
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Sto
ck
Op
tion
sO
rga
niz
er
Co
ntin
ue
d
What is
ma
rket va
lue
of sto
ck?
---------------------------------------------------------------------------------------------------------------------S
toc
k T
ab
le
AB
CD
EF
GH
I5
2 W
eek
Sa
les
Hig
hL
ow
Sto
ck
Div
Yld
PE
Vo
l 1
00s
Hig
hL
ow
La
st
Ch
g
12
1/8
8A
AR
.44
6.2
15
66
3/4
65
/86
1/2
-1/8
49
1/2
31
1/4
AC
F1
.76
7.4
74
77
36
1/4
37
5/8
37
+3
/4
26
1/2
16
AM
F1
.36
6.7
71
33
17
1/2
17
1/2
17
1/2
-3/8
6 1
/83
1/8
AR
A2
78
10
33
7/8
33
7/8
33
-1
Usin
g th
e in
form
atio
n fro
m th
e a
bo
vesto
ck ta
ble
, pro
vide
a d
escrip
tion
of th
e co
nte
nt o
f e
ach co
lum
n.
A. _
__
__
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
_
B. _
__
__
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
_
C. _
___
___
__
___
__
___
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
_
D. _
___
___
__
___
__
___
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
_
E. _
__
__
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
_
F. _
___
__
___
__
___
___
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
_
G. _
__
__
___
___
__
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
_
H. _
___
___
__
___
__
___
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
_
I.__
__
___
___
__
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
__
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les o
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sin
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ce S
um
me
r 20
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age
301
Sto
ck
Op
tion
sO
rga
niz
er
Co
ntin
ue
d
Ide
ntify e
con
om
ic fa
cto
rs th
at co
uld
influ
en
ce in
vesto
rs in
de
cid
ing o
n typ
es o
f sto
cks?
1. _
__
__
___
__
___
__
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
_
2. _
__
__
___
__
___
__
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
_
3. _
__
__
___
__
___
__
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
_
4. _
__
__
___
__
___
__
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
_
Co
mp
an
y fa
cto
rs th
at c
ou
ld in
flue
nc
e in
ve
sto
rs in
dec
idin
g o
n s
toc
k o
ptio
ns
Div
ide
nd
Yie
ldP
rice
-ea
rnin
gs
(P/E
) ratio
De
scrib
e h
ow
divid
en
d in
form
atio
nm
ay b
e
used
by in
vesto
rsa
nd
list th
e fo
rmu
la.
De
scrib
e h
ow
pric
e-e
arn
ings in
form
atio
n
ma
y be
used b
y inve
sto
rs a
nd lis
t the
fo
rmu
la.
Ca
lcu
latin
gyie
ldfo
rmu
laE
xa
mp
leC
urre
nt va
lue
=clo
sin
g p
rice
for th
e d
ay
68
.95
Orig
ina
l pric
e=
valu
epa
id fo
r sto
ck
45
.00
Yie
ld=
Pe
rcen
tage
of m
on
ey
ea
rne
d
53
%
curre
nt va
lue
–o
rigin
al p
rice
=yie
ld6
8.9
5-4
5 o
rigin
al va
lue
45
= 5
3%
Sto
ck
Orig
ina
l pric
eC
urre
nt V
alu
eY
ield
Sto
ck A
$7
0.1
4$
78
.01
Sto
ck B
$4
4.8
2$
45
.79
Sto
ck C
$4
0.4
7$
43
.50
62
00
/660
0 P
rincip
les o
f Bu
sin
ess a
nd
Fin
an
ce S
um
me
r 20
10 P
age
302
Na
me
: ___
__
___
___
__
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Co
mp
arin
g S
toc
ks
Ac
tivity
Dire
ctio
ns: U
sin
g th
e w
eb
site
ww
w.fre
esto
ckc
ha
rts.c
om
as a
reso
urc
e, p
rovid
e th
e
requ
este
d in
form
atio
n.
Co
mp
an
yC
om
pa
ny 1
Co
mp
an
y 2
Na
me
of co
mp
an
y
Sto
ck s
ymbo
l(U
se
se
arc
hcom
man
d u
nde
r file to
lo
cate
com
pan
y an
d d
ispla
y sto
ck c
ha
rt)P
rice
one
yea
ra
go
(Use
com
pa
ny
tab lo
cate
d a
t the
bo
ttom
cen
ter o
f the
cha
rt. C
lick o
n c
ha
rt for c
losin
g
pric
e.)
Pric
e s
ixm
on
ths
ago
Pric
e o
ne
da
y ago
What is
the
diffe
ren
ce in
the
sto
ck p
rice
sfo
r the
past
thre
e ye
ars
?B
ased o
n k
no
wle
dge
, wh
at
facto
rs m
ay h
ave
imp
acte
d
the
pric
es?
Ba
sed o
n p
rice
pe
rform
an
ces, w
ou
ld yo
u
trad
e a
ny s
ha
res o
f the
sto
ck?
Wh
y?
62
00
/660
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rincip
les o
f Bu
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ess a
nd
Fin
an
ce S
um
me
r 20
10 P
age
303
Na
me
: ___
__
___
___
__
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Bo
nd
s a
nd
Fu
nd
s O
rga
niz
er
Dire
ctio
ns: P
rovid
ere
qu
este
d in
form
atio
nfo
r the
liste
d ite
ms.
Bo
nd
s
Why a
re b
on
ds issu
ed?
What typ
e o
f bo
nd
s do city a
nd
sta
te
go
vern
me
nt le
vels
issue
and
wh
y?
De
scrib
e th
e typ
es o
f bo
nd
s a
nd o
the
r fe
de
ral se
curitie
s th
e fe
de
ral g
ove
rnm
en
t is
su
es.
De
scrib
e th
e typ
es o
f bo
nd
s is
sue
d b
y com
pa
nie
s.
De
scrib
eth
ed
iffere
nce
betw
ee
n in
vestin
g in
com
pa
ny s
tocks a
nd b
on
ds
as it re
late
s to
b
ein
g a
n o
wn
er ve
rses b
ein
g a
len
de
r.S
tocks
Bo
nd
s
Ho
w d
oe
s s
tate
d in
tere
st ra
te im
pa
ct th
e
valu
e o
f a b
on
d?
62
00
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ess a
nd
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ce S
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me
r 20
10 P
age
304
Bo
nd
s a
nd
Fu
nd
s O
rga
niz
er C
on
tinu
ed
Mu
tua
la
nd
Ex
ch
an
ge
-Tra
de
dF
un
ds
(ET
F)
De
scrib
e p
ossib
le ta
sks
com
ple
ted
by in
vestm
ent c
om
pa
nie
s to
ass
ist in
vesto
rs w
ithm
utu
al fu
nd
s._
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
_
Ma
in ty
pe
s o
f mu
tua
l fun
ds
Na
me
of m
utu
al fu
nd
De
sc
riptio
n o
f mu
tual fu
nd
De
scrib
e e
xcha
nge
-trad
ed
fund
s.
__
__
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
__
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
____
___
___
___
__
___
_
62
00
/660
0 P
rincip
les o
f Bu
sin
ess a
nd
Fin
an
ce S
um
me
r 20
10 P
age
305
Na
me
: ___
__
___
___
__
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Co
mp
arin
g M
utu
al a
nd
Ex
ch
an
ge
-Tra
de
d F
un
ds
Ac
tivity
Dire
ctio
ns: D
isp
lay in
a g
rap
hic
org
an
izer
how
mu
tua
l fun
ds a
nd
exc
ha
nge
-trade
d
fun
ds
are
sim
ilar a
nd
diffe
ren
tu
sin
gth
e c
ha
racte
ristic
sin
the
pro
vided
scena
rio.
Me
lissa c
on
vinced
Da
vid to
inve
st m
on
ey in
fun
d s
ecu
rities s
ince a
varie
ty of
securitie
sw
ill be
inclu
de
d.
Me
lissa in
veste
d in
mutu
al-fu
nd
s a
nd D
avid
inve
ste
d in
exc
ha
nge
-trad
ed fu
nd
s. Me
lissa lik
ed
tha
t he
r divid
en
ds w
ou
ld b
e re
inve
ste
dso
tha
t
she
cou
ld p
ossib
ly ea
rn m
ore
. Da
vid re
ad
his in
vestm
ent p
ortfo
lio a
ga
in, a
nd re
alize
d
tha
t divid
en
ds
ea
rned
on
his
fund
sa
re u
sua
lly no
t rein
veste
d.
He
sta
rted
his
accoun
t with
$4
00
by h
is c
ho
ice. H
e d
id n
ot h
ave
to a
dh
ere
to a
min
imu
m a
mo
un
t. Me
lissa
sta
rted
he
r mu
tua
l fun
d in
vestm
en
t with
a b
ala
nce
of $
5,0
00
.
Sh
e re
gre
tted
ha
ving to
sta
rt he
r acco
unt w
ith th
at la
rge
am
ou
nt o
f mo
ne
y.M
elis
sa a
nd
Da
vid k
no
w th
at th
ey w
ill ha
ve to
pa
y fee
s for th
eir in
vestm
en
t tran
sactio
ns a
nd th
ey w
ill
face d
iffere
nt le
vels
of ris
ks. M
elis
sa k
ep
t up
with
the
valu
e o
f he
r mu
tua
l fund
s re
gu
larly
at th
e e
nd
of c
losin
gda
ys o
f trad
ing
sin
ce th
at is
wh
en
valu
es a
re a
vaila
ble
. Da
vid c
ou
ld
che
ck th
e va
lue
of h
is e
xcha
nge
-trad
ed fu
nd
s an
ytime
.T
he
y are
bo
th lo
okin
g fo
rwa
rdto
ea
rnin
g d
ivide
nd
s.
62
00
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rincip
les o
f Bu
sin
ess a
nd
Fin
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ce S
um
me
r 20
10 P
age
307
Na
me
: ___
__
___
___
__
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Co
mp
arin
g B
on
dIn
ve
stm
en
tsA
ctiv
ityD
irectio
ns: P
rovid
e re
qu
este
d in
form
atio
n fo
r the
liste
d ite
ms
usin
g th
e w
eb
site
w
ww
.inve
stin
gb
on
ds.co
m/m
ark
eta
tagla
nce.a
sp?
catid
-32
.
Co
mp
arin
g B
on
ds
Tab
le
Bo
nd
Info
rma
tion
Bo
nd
1B
on
d 2
Iss
ue
r of N
C m
un
icip
al
bo
nd
Bo
nd c
urre
nt yie
ld
Bo
nd s
em
iann
ua
l yield
Bo
nd a
nn
ua
l yield
Ba
sed o
n th
e a
bo
ve
info
rma
tion
,d
escrib
e th
e
bo
nd
pe
rform
an
ce.
Iss
ue
r of g
ove
rnm
en
t b
on
dT
rea
sury
curre
nt yie
ld
Tre
asu
ry yie
ld fo
r one
m
onth
Tre
asu
ry yie
ld fo
r one
yea
r
Ba
sed o
n th
e a
bo
ve
info
rma
tion
,d
escrib
e th
e
trea
sury
pe
rform
an
ce.
62
00
/660
0 P
rincip
les o
f Bu
sin
ess a
nd
Fin
an
ce S
um
me
r 20
10 P
age
308
Co
mp
arin
g B
on
d In
ve
stm
en
tsC
on
tinu
ed
Bo
nd
Info
rma
tion
Bo
nd
1B
on
d 2
Iss
ue
r of c
orp
ora
te b
on
d
Bo
nd c
urre
nt yie
ld
Bo
nd s
em
iann
ua
l yield
Bo
nd a
nn
ua
l yield
Ba
sed o
n th
e a
bo
ve
info
rma
tion
,d
escrib
e th
e
bo
nd
pe
rform
an
ce.
62
00
/660
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rincip
les o
f Bu
sin
ess a
nd
Fin
an
ce S
um
me
r 20
10 P
age
309
Na
me
: ___
__
___
___
__
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Th
e R
igh
t Typ
e o
f Mu
tua
l Fu
nd
Ac
tivity
D
irectio
ns: M
atch
the
mu
tua
l fun
d in
the
left-h
and
colu
mn w
ith th
e m
ost a
pp
rop
riate
situ
atio
n in
the
righ
t-han
d c
olu
mn
by p
lacin
g th
e a
lph
ab
et
rep
resen
ting th
esitu
atio
nne
xt to
the
mu
tua
l fun
d.
Typ
e o
f mu
tua
l fun
dS
itua
tion
to u
se
mu
tua
l fun
dA
ggre
ssive–
gro
wth
sto
ck fu
nd
s__
___
__
A. B
en
wa
nts
to in
vest in
prim
arily in
sto
cks fro
m o
the
r cou
ntrie
s s
uch a
s
Jap
an
, Ind
ia, C
hin
a, S
ou
th A
frica, a
nd
A
ustra
lia.
Incom
e fu
nd
s__
___
__
B. T
ish w
an
ts h
elp
in in
vestin
g in
com
pa
nie
s tha
t spe
cia
lize in
the
e
nte
rtain
me
nt in
du
stry.
Inte
rna
tiona
l fun
ds _
___
___
C. T
ed
wa
nts
a p
ortfo
lio th
at c
on
sis
ts o
f h
im o
wn
ing s
ha
res a
nd
loan
ing m
on
ey.
Se
cto
r fund
s _
__
__
__
D. M
ary, a
hig
h s
cho
ol s
en
ior, w
an
ts h
igh
d
ivide
nd
s o
n a
mutu
al fu
nd in
vestm
en
t fo
r a p
erio
d o
f on
e to
fou
r yea
rs. S
he
p
lan
s to
use
the
mon
ey fo
r a trip
ab
roa
d
for th
ree
mo
nth
s a
fter g
rad
ua
ting fro
m
co
llege
. She
is w
illing to
risk h
er e
ntire
savin
gs o
f $5
,00
0.
Bo
nd fu
nd
s _
___
__
_E
. Jack p
refe
rs to
rece
ive p
ay re
gu
larly
from
his
inve
stm
en
ts.
Ba
lan
ced
fund
s _
__
___
_F
. An
n w
an
ts to
inve
st in
a p
ortfo
lio th
at
con
sis
ts p
rima
rily of co
mp
an
ies su
ch a
s
Ve
rizon
, Hu
ma
na, a
nd
Ge
ne
ral E
lectric
.
62
00
/660
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rincip
les o
f Bu
sin
ess a
nd
Fin
an
ce S
um
me
r 20
10 P
age
311
Na
me
: ___
__
___
___
__
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Oth
er In
ve
stm
en
ts (re
al e
sta
te, c
om
mo
ditie
s, a
nd
co
llec
tible
s) O
rga
niz
er
Dire
ctio
ns: D
iscu
ss th
e re
qu
este
d ite
m liste
d in
the
tab
le.
Typ
e o
f In
ve
stm
en
tD
es
crip
tion
Ex
am
ple
s
Re
al E
sta
te
Ad
va
nta
ge
s o
f in
ve
stin
g in
re
al e
sta
te
Dis
ad
va
nta
ge
s
of in
ve
stin
g in
re
al e
sta
te
Co
mm
od
ities
a
nd
futu
res
Co
llec
tible
s
62
00
/660
0 P
rincip
les o
f Bu
sin
ess a
nd
Fin
an
ce S
um
me
r 20
10 P
age
313
Na
me
: ___
__
___
___
__
___
___
___
Cla
ss: _
___
___
D
ate
: __
__
___
Wh
ich
Op
tion
is B
es
tA
ctiv
ity
Dire
ctio
ns: Y
ou
r fina
ncia
l pla
nn
ing te
am
is to
com
ple
te th
e fo
llow
ing fo
r two
clie
nts fro
m
the
Clie
nts
Ta
ble
. Yo
ur te
ach
er m
ay a
ssig
n y
ou
r tea
m’s
clie
nts
.
1.
Am
on
gth
e in
vestm
en
t cate
go
ries d
ete
rmin
ew
hic
h in
vestm
en
t op
tion
s w
ou
ld
mo
st lik
ely m
ee
t the e
xpe
cta
tion
s o
f you
r clie
nts
. 2
.D
eve
lop
an
inve
stm
ent p
ortfo
lio, in
clu
din
g ju
stific
atio
n fo
r optio
ns re
com
men
ded
,fo
r ea
ch c
lien
t. Be p
rep
are
d to
pre
sent in
vestm
ent p
ortfo
lios
Clie
nts
Ta
ble
Na
me
Ag
eP
ers
on
al
go
als
Fu
nd
s
ava
ilab
leto
in
ve
st
Co
mm
en
ts
ma
de
by
clie
nts
Ph
yllis J
on
es
25
Hig
h R
isk
$4
,50
0“R
oll th
e d
ice
with
my
mo
ne
y!”A
ma
re
Willia
mso
n7
2L
ow
Ris
k$
1,8
00
,00
0“I a
m
con
cern
ed
a
bou
t pro
vidin
g
for m
y fam
ily.”R
eggie
Cre
ed
44
Mo
de
rate
R
isk
$2
00
,000
“I wa
nt to
ma
ke
sure
my m
on
ey
will g
row
lon
g
term
.”H
on
g C
ha
o4
0H
igh
Ris
k$
500
,000
“I am
con
sid
erin
g
pu
rcha
sin
g a
n
ew
ho
use in
th
e n
ext tw
oye
ars
.”A
man
da
V
asqu
ez
30
Lo
w R
isk
$9
0,0
00
“I do
n’t re
ally
kno
w m
uch
ab
ou
t in
vestm
en
ts.”
62
00
/660
0 P
rincip
les o
f Bu
sin
ess a
nd
Fin
an
ce S
um
me
r 20
10 P
age
314
Wh
ich
Op
tion
is B
es
t Ac
tivity
Co
ntin
ue
d
1. S
avin
gs
Co
mpa
ny
Typ
eR
ate
Tim
e
Firs
t Fin
an
cia
lS
avin
gs a
ccou
nt
1%
N/A
Citize
n’s
Ba
nk o
f An
ytow
nS
avin
gs A
cco
un
t1
.25
%N
/A
The
Hig
h-Y
ield
Sa
ving
s M
utu
al
Fu
nd
Mu
tua
l Fun
d3
.5%
N/A
Firs
t Fe
de
ral B
an
kC
D3
%5
yea
rs
Joe
’s S
avin
gs a
nd A
uto
Loa
ns
Pa
wn
Sh
op
5%
N/A
2.
Lo
w R
isk
Sto
ck
s
Co
mpa
ny
Sto
ck
pric
eIn
du
stryE
stim
ate
dre
turn
Div
ide
nd
(pe
r ye
ar)
Fa
lcon
Ind
ustrie
s
$5
8D
efe
nse
3%
$2
.60
Gre
ate
r Offic
e
Op
era
tion
Pro
cessin
g$
24
Office
Pro
du
cts
6%
$1
.25
Pru
den
tial U
nlim
ited
$
15
En
erg
y4
%$
2.5
0
Pra
cte
r an
d G
imb
le
$1
10
Ho
me
Pro
du
cts
6%
no
ne
Fig
Ba
rs U
nlim
ited
$
28
Fo
od
s5
%$
3.0
0
3.
Me
diu
m R
isk
Sto
ck
s
Co
mpa
ny
Sto
ck
pric
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