Agenda

LET’S GET STARTED!

Today’s Guiding Question:

How might companies’ assets, liabilities, market share and market cap impact investors’ fnancial decisions?

SESSION #3 AGENDA:

1. Welcome 2. Attendance 3. Norms 4. Review Agenda 5. Stock Market Review 6. Additional Case Study Components 7. Project: Financial Analysis for Janella 8. Whole Group Refection 9. Reminders for Next Session

Stock Market Review & Yahoo! Finance

Review Last Week’s Investment Key Terms:

Mutual Fund

A professionally managed fund that pools lots of investors’ money in order to buy a basket of investments.

ETF (Exchange Traded Fund)

A collection of stocks and bonds (or other securities) pooled into a single fund. You can buy and sell shares of ETFs on a stock exchange the same way you buy and sell stocks. Although they’re very similar to mutual funds, unlike mutual funds, you can trade ETFs throughout the trading day.