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MoneyCounts: A Financial Literacy Series

MoneyCounts: A Financial Literacy Series. Saving and Investing. Daad A. Rizk, Ed.D. Director Penn State Financial Literacy Center The Pennsylvania State University 128A Outreach Building University Park PA 16802 https://financialliteracy.psu.edu/ dar39@psu.edu ; finlit@psu.edu

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MoneyCounts: A Financial Literacy Series

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  1. MoneyCounts: A Financial Literacy Series Saving and Investing Daad A. Rizk, Ed.D. Director Penn State Financial Literacy Center The Pennsylvania State University 128A Outreach Building University Park PA 16802 https://financialliteracy.psu.edu/ dar39@psu.edu; finlit@psu.edu 814-863-0214

  2. You work for YOUR MONEY works for you.

  3. Compound Interest Time Value of Money

  4. Time Value of Money

  5. Compound Interest

  6. Compound Interest

  7. Save, Invest, or Both?

  8. Save, Invest, or Both? It Depends !

  9. Save, Invest, or Both? Total Debts Interest Rate Living Standard

  10. Save, Invest, or Both? Risk Tolerance Goals Time Horizon

  11. Making your money work

  12. Savings Vehicles SAVINGS ACCOUNTS

  13. Savings Vehicles SAVINGS ACCOUNTS MONEY MARKET ACCOUNTS

  14. Savings Vehicles SAVINGS ACCOUNTS MONEY MARKET ACCOUNTS CHECKING ACCOUNTS

  15. Savings Vehicles SAVINGS ACCOUNTS MONEY MARKET ACCOUNTS CHECKING ACCOUNTS CERTIFICATES OF DEPOSIT

  16. Investment Vehicles BONDS

  17. Investment Vehicles BONDS STOCKS

  18. Investment Vehicles BONDS STOCKS MUTUAL FUNDS

  19. Investment Vehicles BONDS STOCKS MUTUAL FUNDS REAL ESTATE

  20. Investment Vehicles BONDS STOCKS MUTUAL FUNDS REAL ESTATE COMMODITIES

  21. Risk versus Return

  22. Risk versus Return

  23. Diversification

  24. Diversification Asset Classes Time Horizon Liquidity Brokers/Companies Tax Implications

  25. Diversification

  26. Retirement Accounts

  27. Retirement Accounts

  28. Retirement Accounts

  29. Retirement Accounts

  30. Retirement Accounts

  31. Retirement Accounts

  32. Closing Remarks and Questions

  33. Closing Remarks and Questions Compound Interest Time Value of Money Save or Invest or Both Saving Vehicles Investment Vehicles Risk versus Return and Risk Assessment Asset allocation Portfolio Diversification Retirement Accounts

  34. MoneyCounts: A Financial Literacy Series Thank You! Comments and Questions

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