Key Terms

In order to increase the amount of money you have saved for your fnancial goals, you may choose to grow your savings through investing. Using the space below, write down everything you know about INVESTING.

KEY TERM: Investing

Buying assets such as stocks, bonds, mutual funds or real estate with the expectation that your investment will grow in value.

Investments are usually used to achieve long-term goals.

If you could invest in a company, which would it be and why?

Company: _____________________________________________________________________________

Why: __________________________________________________________________________________

Listening to your fellow RTSWS students, what were some of the main reasons others chose to invest their money in certain companies?

Let’s Take a Deeper Look at Investing

One common form of investing is purchasing stocks. Stocks are shares (pieces) of ownership in a company.

STOCK

A share of ownership in a business or corporation. Companies sell shares as a way to raise capital. Stock represents a claim on the company’s assets and earnings. As you acquire more stock, your ownership stake in the company becomes greater.

SHAREHOLDER

Commonly referred to as a stockholder. Any person, company or institution that owns at least one share of a company’s stock.

IPO

An Initial Public Ofering. The process by which a private company “goes public,” ofering shares for purchase by the public. IPOs allow businesses to gain capital and to shift ownership.

STOCK MARKET

The collection of physical and electronic markets where buyers and sellers can trade shares. It is like a giant, global auction.

The stock market is the sum of all individual stocks and when an individual stock moves, the market as a whole would also move by a tiny amount. Most trading happens through stock

exchanges.

Often, the stock market will move up or down because of larger events going on in a certain country or around the world.

If you bought one stock of Company A, and Company A has 10 shares, then you would own 1/10th of the company or 10%.

Now you Try it!

If you bought 300 shares of Company B and they have 100,000 shares in total. How much of the company would you own?

(Number of shares purchased) / ___________

(Number of shares outstanding)

(Percentage of company owned)

The Wall Street feld trip is a capstone experience where students are given a rare glimpse into corporate ofce settings, the workplaces and work lives of fnanciers.

The experience allows the students to shadow female treasury ofcers, wealth managers, analysts, comptrollers, accountants, entrepreneurs and more. For many of our students, this is their frst glimpse into the world of fnance, opening their eyes to a new world of possibilities.

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RTSWS SPRING MENTORSHIP COMING SOON!

What is the Spring Mentorship? You will be paired with a mentor that you will work with for all 5 sessions. You will work on resume writing, interview skills, self-advocacy, LinkedIn and skills for college and beyond. You can utilize your mentor to help you talk through college and career options as well!

Go to the RTSWS App to Enroll! Login to your RTSWS app & click “Enroll for Spring Mentorship”.