PFII - Investing Slide Deck

Multiple Choice

How much would I need to save monthly to have $1 million when I retire?

(Assume: You invest in stocks and earn a consistent annual return of 9.53% for 40 years and you contribute the same amount every month)

• $1,203

• $533

• $204

• $73

Open Ended

• In your own words, explain the relationship between risk and return. 

Open Ended

Jayson just had his first child and wants to begin setting aside money for his child’s college tuition. Should he save, invest, or speculate? Why?

Open Ended

Pamela and her spouse want to move out of their apartment and buy a house as soon as possible. Should they save, invest, or speculate? Why?

Open Ended

1. Based on historical figures, how much would you LOSE by putting your money in a savings account compared to investing in the stock market? 

Open Ended

What is one major difference between investing in the stock market compared to saving your money in a savings account?

Open Ended

I am an investment that involves ownership in a company, no guarantees about earning a return (making money) and carries a high risk. What am I?

Open Ended

I am an investment that is like an IOU, is issued by governments as well as companies and involves interest payments going to investors. What am I?

Poll

The original IPod cost $400 when it came out in the year 2000. 

If you bought $400 worth of Apple stock instead of buying the iPod, how much do you think that investment be worth today?

• $1,200

• $10,000

• $82,000

• $258,000