Category Archives: Finance

DUAL Finance Module 11 Stocks Vignette Supplemental (Week 3)

HOW SHE TURNED $5,000 INTO $22 MILLION (AND HOW YOU MIGHT TOO…) ←Go Back (MONEY Magazine)  In the depths of the depression, when she was already 38 years old and earning only a little more than $3,000 a year, Anne … Continue reading

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DUAL Finance Module 14: Retirement & Estate Planning

Return to Modules Objectives: Understand the changing nature of retirement planning Choose how your retirement benefits are paid out to you Understand the importance and the process of estate planning Avoid probate  Reading For This Module: Chapter 16/17 – Keown, Arthur, … Continue reading

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DUAL Finance Module 13: Comparison Shopping & Consumer Decision Making (not in textbook)

Return to Modules Objectives: State factors that one should take into account when making purchasing decisions Describe tactics that advertisers use to influence our purchasing decisions  Reading For This Module: No textbook readings in Module 13  Opening Vignettes: This video … Continue reading

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DUAL Finance Module 12: Bonds

Return to Modules Objectives: Invest in the bond market Understand basic bond terminology and compare the various types of bonds Calculate the value of a bond and understand the factors that cause bond value to change Weigh the advantages and … Continue reading

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DUAL Finance Module 11: Stocks

Return to Modules Objectives: Understand advantages, disadvantages and risk associated with investing in stocks Be able to read stock quotes online or in the newspaper Classify common stock according to basic market terminology Employ different investment strategies Understand the risks … Continue reading

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DUAL Finance Module 10: Saving & Investments

Return to Modules Objectives: Calculate interest rates and real rates of return Manage risk in your investments Allocate your assets in the manner that is best for you Understand how difficult it is to beat the market Identify and describe … Continue reading

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DUAL Finance Module 9: Insurance

Return to Modules Objectives: Understand the importance of insurance Determine your life insurance needs and design a life insurance program Describe the major types of coverage available and the typical provisions that are included Design a health care insurance program … Continue reading

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DUAL Finance Module 8: Buying Homes & Automobiles

Return to Modules Objectives: Make good purchase decisions Choose a vehicle that suits your needs and budget Choose housing that meets your needs Decide whether to rent or buy housing Calculate the costs of buying a home Get the most out … Continue reading

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DUAL Finance Module 3: Financial Statements & Budgeting

Return to Modules Objectives: Calculate your level of net worth or wealth using a balance sheet Analyze where your money comes from and where it goes using an income statement Use ratios to identify your financial strengths and weaknesses Set … Continue reading

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DUAL Finance Module 2: The Impact of Taxes on Income/Tax Planning

Return to Modules Objectives: Identify and understand the major federal income tax features that affect all taxpayers Describe other taxes that must pay Understand what is taxable income and how taxes are determined Choose the tax form that’s right for … Continue reading

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