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Stock Market Analysis and Personal Finance

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  1. Stock Market Analysis and Personal Finance Mr. Bernstein Financial Decisions and Goals, pp 6-18 February 10, 2014

  2. Stock Market Analysis & Personal Finance Mr. Bernstein Personal Financial Planning • Determine Your Current Financial Situation • Develop Your Financial Goals • Identify Your Options • Evaluate Your Alternatives • Create and Use Your Financial Plan of Action • Review and Revise Your Plan

  3. Stock Market Analysis & Personal Finance Mr. Bernstein Developing Personal Financial Goals Time Frames Short-Term (ie <1 year) Intermediate (ie 2-5 years) Long-Term (ie 5+ years)

  4. Stock Market Analysis & Personal Finance Mr. Bernstein Developing Personal Financial Goals Life Cycle Young Single Adult Young Couple / No Children (DINKs) Couple with Young Children Single Parent with Children ‘ Middle Aged Adult Older Couple with Children Grown and Gone

  5. Stock Market Analysis & Personal Finance Mr. Bernstein Developing Personal Financial Goals Young Single Adult (s/t, intermediate) Obtain Career Training Become Financially Independent Obtain Health Insurance Develop Savings Plan Manage Credit Carefully Couple with Young Children (more focus on l/t) Purchase a Home Start College Fund Begin Retirement Savings

  6. Stock Market Analysis & Personal Finance Mr. Bernstein Monthly Budget Young Single Adult Income categories Expense categories

  7. Stock Market Analysis & Personal Finance Mr. Bernstein How does the Economy Affect Your Plans and Budgets? Measurements of Economic Conditions: GDP (Gross Domestic Product) Inflation and CPI Interest Rates Monetary Policy & Money Supply Fiscal Policy: Government Spending & Tax Rates Unemployment Rate