SlideShare une entreprise Scribd logo

Before Investing

•Télécharger en tant que PPT, PDF•
•
T
Tyler Squire
Économie & finance
1  sur  71
Personal Finance: Another Perspective Investments 1: Before you Invest
Objectives A. Know what to do before you invest B. Understand the ten principles of successful investing C. Understand the major asset classes D. Review the risk and return history of the major asset classes
Teaching Investments (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Teaching Investments (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A. Questions to Ask Before you Invest ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Before You Invest: The Hourglass Top 4. Have you written down your personal goals, do you live on a budget, and do you have a well-written investment plan? If you can answer these affirmatively, you are ready to invest ! 3. Are you out of high-interest rate credit card and consumer debt? 2. Do you have adequate health and life insurance? 1. Are your priorities in order and are you “square” with the Lord?
Before you Invest (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
B. Understand the 10 Principles of Successful Investing ,[object Object],[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Principles for Successful Investing (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object]
D. Review the Risk and Return History of the Major Asset Classes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Risk (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Investing versus Gambling ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Return ,[object Object],[object Object],[object Object],[object Object],[object Object]
Return (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Returns (continued) ,[object Object],[object Object],[object Object]
Returns: Asset Class Returns
Returns: Historical Risk and Return
Returns: S&P500 1-Year since 1926
Returns: S&P500 5 Year Returns
Returns: S&P500 10 Year Returns
Equity Asset Class Returns and Risk (through 2008)
Things Learned ,[object Object],[object Object],[object Object]
C. Understand Asset Classes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Asset Classes (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash and Cash Equivalents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash and Cash Equivalents (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash and Cash Equivalents (continued) ,[object Object],[object Object],[object Object],[object Object]
Fixed Income (or Bonds) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Fixed-income (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Fixed-income (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Fixed-income (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Fixed-income (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Fixed-income (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Equities (or Stocks) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Equities (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Equities (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Equities (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Equities (continued) ,[object Object],[object Object],[object Object],[object Object]
Equities (continued) ,[object Object],[object Object],[object Object],[object Object]
Equities (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Equities (continued) ,[object Object],[object Object],[object Object],[object Object]
Equities (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Equities (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Equities (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Review of Objectives ,[object Object],[object Object],[object Object],[object Object]
Case Study #1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #1 Answer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #2 ,[object Object],[object Object],[object Object],[object Object]
Case Study #2 Answer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #3 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #3 Answer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #4 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #4 Answer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #5 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #5 Answer ,[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #6 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #6 Answer ,[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study #6 Answer ,[object Object],[object Object],[object Object],[object Object],[object Object]

Recommandé

Investment strategies-to-grow-your-assets
Investment strategies-to-grow-your-assetsInvestment strategies-to-grow-your-assets
Investment strategies-to-grow-your-assetsRoger Jirves
 
Investment strategies-to-grow-your-income
Investment strategies-to-grow-your-incomeInvestment strategies-to-grow-your-income
Investment strategies-to-grow-your-incomeRoger Jirves
 
Investing in stocks - anyone can invest in the stock market
Investing in stocks - anyone can invest in the stock marketInvesting in stocks - anyone can invest in the stock market
Investing in stocks - anyone can invest in the stock marketAli Kafel
 
THE WARREN BUFFET WAY- Investment Strategies of the World’s Greatest Investor
THE WARREN BUFFET WAY- Investment Strategies of the World’s Greatest InvestorTHE WARREN BUFFET WAY- Investment Strategies of the World’s Greatest Investor
THE WARREN BUFFET WAY- Investment Strategies of the World’s Greatest InvestorRoziana Mohammad
 
The importance of Financial Planning
The importance of Financial PlanningThe importance of Financial Planning
The importance of Financial PlanningJohn Pulahi
 
PROFILE OF A SUCCESSFUL INVESTOR
PROFILE OF A SUCCESSFUL INVESTORPROFILE OF A SUCCESSFUL INVESTOR
PROFILE OF A SUCCESSFUL INVESTORSREENIVAS IYER
 
Why You Should Invest in Securities
Why You Should Invest in Securities Why You Should Invest in Securities
Why You Should Invest in Securities Floyd Saunders
 
The intelligent investor
The intelligent investorThe intelligent investor
The intelligent investorManoj bhuma
 

Recommandé

Investment strategies-to-grow-your-assets
Investment strategies-to-grow-your-assetsInvestment strategies-to-grow-your-assets
Investment strategies-to-grow-your-assetsRoger Jirves
 
Investment strategies-to-grow-your-income
Investment strategies-to-grow-your-incomeInvestment strategies-to-grow-your-income
Investment strategies-to-grow-your-incomeRoger Jirves
 
Investing in stocks - anyone can invest in the stock market
Investing in stocks - anyone can invest in the stock marketInvesting in stocks - anyone can invest in the stock market
Investing in stocks - anyone can invest in the stock marketAli Kafel
 
THE WARREN BUFFET WAY- Investment Strategies of the World’s Greatest Investor
THE WARREN BUFFET WAY- Investment Strategies of the World’s Greatest InvestorTHE WARREN BUFFET WAY- Investment Strategies of the World’s Greatest Investor
THE WARREN BUFFET WAY- Investment Strategies of the World’s Greatest InvestorRoziana Mohammad
 
The importance of Financial Planning
The importance of Financial PlanningThe importance of Financial Planning
The importance of Financial PlanningJohn Pulahi
 
PROFILE OF A SUCCESSFUL INVESTOR
PROFILE OF A SUCCESSFUL INVESTORPROFILE OF A SUCCESSFUL INVESTOR
PROFILE OF A SUCCESSFUL INVESTORSREENIVAS IYER
 
Why You Should Invest in Securities
Why You Should Invest in Securities Why You Should Invest in Securities
Why You Should Invest in Securities Floyd Saunders
 
The intelligent investor
The intelligent investorThe intelligent investor
The intelligent investorManoj bhuma
 
How to Build Wealth for Financial Independence by Martize Smith
How to Build Wealth for Financial Independence by Martize SmithHow to Build Wealth for Financial Independence by Martize Smith
How to Build Wealth for Financial Independence by Martize SmithFinancial Scope
 
Lessons from the intelligent investor
Lessons from the intelligent investorLessons from the intelligent investor
Lessons from the intelligent investorPamela Paikea
 
Building balance portfolio
Building balance portfolioBuilding balance portfolio
Building balance portfoliomahadeva prasad
 
Life mgt workshop (investment)
Life mgt workshop (investment)Life mgt workshop (investment)
Life mgt workshop (investment)jazriky
 
Designing an Investment Portfolio
Designing an Investment PortfolioDesigning an Investment Portfolio
Designing an Investment PortfolioInvestingTips
 
Fundamentals of Investing[1]
Fundamentals of Investing[1]Fundamentals of Investing[1]
Fundamentals of Investing[1]Chris Weetman
 
Report 1 - Saving Options & Investments
Report 1 - Saving Options & Investments Report 1 - Saving Options & Investments
Report 1 - Saving Options & Investments Sudiksha Joshi
 
Unit 9 Successful investing
Unit 9 Successful investingUnit 9 Successful investing
Unit 9 Successful investingAndrew Hingston
 
Evaluation active manager skill meis may 2017
Evaluation active manager skill meis may 2017Evaluation active manager skill meis may 2017
Evaluation active manager skill meis may 2017Gaurav Aggarwal, CFA, CPA, CIPM
 
Building Financial Security
Building Financial SecurityBuilding Financial Security
Building Financial SecurityFefkin
 
The Intelligent Investor
The Intelligent InvestorThe Intelligent Investor
The Intelligent InvestorGurudatt Rao
 
How to get better investment results
How to get better investment resultsHow to get better investment results
How to get better investment resultsAES International
 
Presentation to select HNIs- Aug 2017
Presentation to select HNIs- Aug 2017Presentation to select HNIs- Aug 2017
Presentation to select HNIs- Aug 2017Gaurav Aggarwal, CFA, CPA, CIPM
 
ARL Advisers presentation
ARL Advisers presentationARL Advisers presentation
ARL Advisers presentationblueguyzee
 
Personal money mgmt saving and investing
Personal money mgmt saving and investingPersonal money mgmt saving and investing
Personal money mgmt saving and investingFloyd Saunders
 
Investing 101 - A beginner's guide to investing and investment concepts
Investing 101 - A beginner's guide to investing and investment conceptsInvesting 101 - A beginner's guide to investing and investment concepts
Investing 101 - A beginner's guide to investing and investment conceptsWealthminder
 
12 rules to invest wisely investor education booklet
12 rules to invest wisely investor education booklet 12 rules to invest wisely investor education booklet
12 rules to invest wisely investor education booklet Ashish Sahu
 
LPL Financial Wealth Portfolio
LPL Financial Wealth PortfolioLPL Financial Wealth Portfolio
LPL Financial Wealth PortfolioThomas Kelly
 
Session 2 Preparation Print
Session 2 Preparation PrintSession 2 Preparation Print
Session 2 Preparation PrintVenkatachalam Vaidhiyanathan
 
Wealth Management Advisory Services Proposal PowerPoint Presentation Slides
Wealth Management Advisory Services Proposal PowerPoint Presentation SlidesWealth Management Advisory Services Proposal PowerPoint Presentation Slides
Wealth Management Advisory Services Proposal PowerPoint Presentation SlidesSlideTeam
 
Barcodes & Your Business
Barcodes & Your BusinessBarcodes & Your Business
Barcodes & Your BusinessLabelValue.com
 
Turn Piles Into Files With Dymofile
Turn Piles Into Files With DymofileTurn Piles Into Files With Dymofile
Turn Piles Into Files With DymofileLabelValue.com
 

Contenu connexe

Tendances

How to Build Wealth for Financial Independence by Martize Smith
How to Build Wealth for Financial Independence by Martize SmithHow to Build Wealth for Financial Independence by Martize Smith
How to Build Wealth for Financial Independence by Martize SmithFinancial Scope
 
Lessons from the intelligent investor
Lessons from the intelligent investorLessons from the intelligent investor
Lessons from the intelligent investorPamela Paikea
 
Building balance portfolio
Building balance portfolioBuilding balance portfolio
Building balance portfoliomahadeva prasad
 
Life mgt workshop (investment)
Life mgt workshop (investment)Life mgt workshop (investment)
Life mgt workshop (investment)jazriky
 
Designing an Investment Portfolio
Designing an Investment PortfolioDesigning an Investment Portfolio
Designing an Investment PortfolioInvestingTips
 
Fundamentals of Investing[1]
Fundamentals of Investing[1]Fundamentals of Investing[1]
Fundamentals of Investing[1]Chris Weetman
 
Report 1 - Saving Options & Investments
Report 1 - Saving Options & Investments Report 1 - Saving Options & Investments
Report 1 - Saving Options & Investments Sudiksha Joshi
 
Unit 9 Successful investing
Unit 9 Successful investingUnit 9 Successful investing
Unit 9 Successful investingAndrew Hingston
 
Building Financial Security
Building Financial SecurityBuilding Financial Security
Building Financial SecurityFefkin
 
The Intelligent Investor
The Intelligent InvestorThe Intelligent Investor
The Intelligent InvestorGurudatt Rao
 
How to get better investment results
How to get better investment resultsHow to get better investment results
How to get better investment resultsAES International
 
ARL Advisers presentation
ARL Advisers presentationARL Advisers presentation
ARL Advisers presentationblueguyzee
 
Personal money mgmt saving and investing
Personal money mgmt saving and investingPersonal money mgmt saving and investing
Personal money mgmt saving and investingFloyd Saunders
 
Investing 101 - A beginner's guide to investing and investment concepts
Investing 101 - A beginner's guide to investing and investment conceptsInvesting 101 - A beginner's guide to investing and investment concepts
Investing 101 - A beginner's guide to investing and investment conceptsWealthminder
 
12 rules to invest wisely investor education booklet
12 rules to invest wisely investor education booklet 12 rules to invest wisely investor education booklet
12 rules to invest wisely investor education booklet Ashish Sahu
 
LPL Financial Wealth Portfolio
LPL Financial Wealth PortfolioLPL Financial Wealth Portfolio
LPL Financial Wealth PortfolioThomas Kelly
 
Wealth Management Advisory Services Proposal PowerPoint Presentation Slides
Wealth Management Advisory Services Proposal PowerPoint Presentation SlidesWealth Management Advisory Services Proposal PowerPoint Presentation Slides
Wealth Management Advisory Services Proposal PowerPoint Presentation SlidesSlideTeam
 

Tendances (20)

How to Build Wealth for Financial Independence by Martize Smith
How to Build Wealth for Financial Independence by Martize SmithHow to Build Wealth for Financial Independence by Martize Smith
How to Build Wealth for Financial Independence by Martize Smith
 
Lessons from the intelligent investor
Lessons from the intelligent investorLessons from the intelligent investor
Lessons from the intelligent investor
 
Building balance portfolio
Building balance portfolioBuilding balance portfolio
Building balance portfolio
 
Life mgt workshop (investment)
Life mgt workshop (investment)Life mgt workshop (investment)
Life mgt workshop (investment)
 
Designing an Investment Portfolio
Designing an Investment PortfolioDesigning an Investment Portfolio
Designing an Investment Portfolio
 
Fundamentals of Investing[1]
Fundamentals of Investing[1]Fundamentals of Investing[1]
Fundamentals of Investing[1]
 
Report 1 - Saving Options & Investments
Report 1 - Saving Options & Investments Report 1 - Saving Options & Investments
Report 1 - Saving Options & Investments
 
Unit 9 Successful investing
Unit 9 Successful investingUnit 9 Successful investing
Unit 9 Successful investing
 
Evaluation active manager skill meis may 2017
Evaluation active manager skill meis may 2017Evaluation active manager skill meis may 2017
Evaluation active manager skill meis may 2017
 
Building Financial Security
Building Financial SecurityBuilding Financial Security
Building Financial Security
 
The Intelligent Investor
The Intelligent InvestorThe Intelligent Investor
The Intelligent Investor
 
How to get better investment results
How to get better investment resultsHow to get better investment results
How to get better investment results
 
Presentation to select HNIs- Aug 2017
Presentation to select HNIs- Aug 2017Presentation to select HNIs- Aug 2017
Presentation to select HNIs- Aug 2017
 
ARL Advisers presentation
ARL Advisers presentationARL Advisers presentation
ARL Advisers presentation
 
Personal money mgmt saving and investing
Personal money mgmt saving and investingPersonal money mgmt saving and investing
Personal money mgmt saving and investing
 
Investing 101 - A beginner's guide to investing and investment concepts
Investing 101 - A beginner's guide to investing and investment conceptsInvesting 101 - A beginner's guide to investing and investment concepts
Investing 101 - A beginner's guide to investing and investment concepts
 
12 rules to invest wisely investor education booklet
12 rules to invest wisely investor education booklet 12 rules to invest wisely investor education booklet
12 rules to invest wisely investor education booklet
 
LPL Financial Wealth Portfolio
LPL Financial Wealth PortfolioLPL Financial Wealth Portfolio
LPL Financial Wealth Portfolio
 
Session 2 Preparation Print
Session 2 Preparation PrintSession 2 Preparation Print
Session 2 Preparation Print
 
Wealth Management Advisory Services Proposal PowerPoint Presentation Slides
Wealth Management Advisory Services Proposal PowerPoint Presentation SlidesWealth Management Advisory Services Proposal PowerPoint Presentation Slides
Wealth Management Advisory Services Proposal PowerPoint Presentation Slides
 

En vedette

Barcodes & Your Business
Barcodes & Your BusinessBarcodes & Your Business
Barcodes & Your BusinessLabelValue.com
 
Turn Piles Into Files With Dymofile
Turn Piles Into Files With DymofileTurn Piles Into Files With Dymofile
Turn Piles Into Files With DymofileLabelValue.com
 
Another Perspective on Wealth
Another Perspective on WealthAnother Perspective on Wealth
Another Perspective on WealthTyler Squire
 
Actiance whitepaper-social-media-legal-issues-canada
Actiance whitepaper-social-media-legal-issues-canadaActiance whitepaper-social-media-legal-issues-canada
Actiance whitepaper-social-media-legal-issues-canadashibrah76
 

En vedette (7)

Barcodes & Your Business
Barcodes & Your BusinessBarcodes & Your Business
Barcodes & Your Business
 
Turn Piles Into Files With Dymofile
Turn Piles Into Files With DymofileTurn Piles Into Files With Dymofile
Turn Piles Into Files With Dymofile
 
Another Perspective on Wealth
Another Perspective on WealthAnother Perspective on Wealth
Another Perspective on Wealth
 
Budgeting
BudgetingBudgeting
Budgeting
 
Insurance Basics
Insurance BasicsInsurance Basics
Insurance Basics
 
Veterinary Catalog
Veterinary CatalogVeterinary Catalog
Veterinary Catalog
 
Actiance whitepaper-social-media-legal-issues-canada
Actiance whitepaper-social-media-legal-issues-canadaActiance whitepaper-social-media-legal-issues-canada
Actiance whitepaper-social-media-legal-issues-canada
 

Similaire à Before Investing

Slides for 7 Steps to Help You Multiply Your Net Worth Over The Next 2 Years....
Slides for 7 Steps to Help You Multiply Your Net Worth Over The Next 2 Years....Slides for 7 Steps to Help You Multiply Your Net Worth Over The Next 2 Years....
Slides for 7 Steps to Help You Multiply Your Net Worth Over The Next 2 Years....Debbie Hezlewood
 
Investing rules you should never break
Investing rules you should never breakInvesting rules you should never break
Investing rules you should never breakRavi Saini
 
Take charge of your investing journey
Take charge of your investing journeyTake charge of your investing journey
Take charge of your investing journeymultipie social
 
Investment strategy role of professionals
Investment strategy role of professionalsInvestment strategy role of professionals
Investment strategy role of professionalsCA K Raghu
 
A. investing in your future
A. investing in your futureA. investing in your future
A. investing in your futureemulli1
 
RMG Design Build Protect
RMG Design Build ProtectRMG Design Build Protect
RMG Design Build ProtectMercedes Keene
 
30-investing-1234567891011-principles.ppt
30-investing-1234567891011-principles.ppt30-investing-1234567891011-principles.ppt
30-investing-1234567891011-principles.pptgheoguillermo
 
Stock Market Psychology Keys to Successful Investment.pptx
Stock Market Psychology Keys to Successful Investment.pptxStock Market Psychology Keys to Successful Investment.pptx
Stock Market Psychology Keys to Successful Investment.pptxjohnsmith0325420
 
Financial planning..........
Financial planning..........Financial planning..........
Financial planning..........Adyanta FC
 
The Traits of a Good Investor
The Traits of a Good InvestorThe Traits of a Good Investor
The Traits of a Good InvestorDolf Dunn
 
Value Investing Lecture at IIM Lucknow
Value Investing Lecture at IIM LucknowValue Investing Lecture at IIM Lucknow
Value Investing Lecture at IIM LucknowRajeev Agrawal
 
iPlanner Investment Philosophy
iPlanner Investment PhilosophyiPlanner Investment Philosophy
iPlanner Investment PhilosophyEd Sotiri
 
Avoid Dreadful Mistakes While Investing in Mutual Funds
Avoid Dreadful Mistakes While Investing in Mutual FundsAvoid Dreadful Mistakes While Investing in Mutual Funds
Avoid Dreadful Mistakes While Investing in Mutual FundsInvestmentz
 
30-investing-1-principles.ppt
30-investing-1-principles.ppt30-investing-1-principles.ppt
30-investing-1-principles.pptVinaySharma894248
 
Year Book by Infinity Finserv Pvt Ltd ( Yr 2020)
Year Book by Infinity Finserv Pvt Ltd ( Yr 2020)Year Book by Infinity Finserv Pvt Ltd ( Yr 2020)
Year Book by Infinity Finserv Pvt Ltd ( Yr 2020)aditya72
 

Similaire à Before Investing (20)

Slides for 7 Steps to Help You Multiply Your Net Worth Over The Next 2 Years....
Slides for 7 Steps to Help You Multiply Your Net Worth Over The Next 2 Years....Slides for 7 Steps to Help You Multiply Your Net Worth Over The Next 2 Years....
Slides for 7 Steps to Help You Multiply Your Net Worth Over The Next 2 Years....
 
Investing rules you should never break
Investing rules you should never breakInvesting rules you should never break
Investing rules you should never break
 
Investing Basics
Investing BasicsInvesting Basics
Investing Basics
 
Take charge of your investing journey
Take charge of your investing journeyTake charge of your investing journey
Take charge of your investing journey
 
Investment strategy role of professionals
Investment strategy role of professionalsInvestment strategy role of professionals
Investment strategy role of professionals
 
Investment Basics and Mastering the Art of Side Hustles
Investment Basics and Mastering the Art of Side HustlesInvestment Basics and Mastering the Art of Side Hustles
Investment Basics and Mastering the Art of Side Hustles
 
A. investing in your future
A. investing in your futureA. investing in your future
A. investing in your future
 
RMG Design Build Protect
RMG Design Build ProtectRMG Design Build Protect
RMG Design Build Protect
 
Basic strategy
Basic strategyBasic strategy
Basic strategy
 
30-investing-1234567891011-principles.ppt
30-investing-1234567891011-principles.ppt30-investing-1234567891011-principles.ppt
30-investing-1234567891011-principles.ppt
 
Stock Market Psychology Keys to Successful Investment.pptx
Stock Market Psychology Keys to Successful Investment.pptxStock Market Psychology Keys to Successful Investment.pptx
Stock Market Psychology Keys to Successful Investment.pptx
 
Financial planning..........
Financial planning..........Financial planning..........
Financial planning..........
 
Pradeep
PradeepPradeep
Pradeep
 
The Traits of a Good Investor
The Traits of a Good InvestorThe Traits of a Good Investor
The Traits of a Good Investor
 
Value Investing Lecture at IIM Lucknow
Value Investing Lecture at IIM LucknowValue Investing Lecture at IIM Lucknow
Value Investing Lecture at IIM Lucknow
 
RIA Document
RIA DocumentRIA Document
RIA Document
 
iPlanner Investment Philosophy
iPlanner Investment PhilosophyiPlanner Investment Philosophy
iPlanner Investment Philosophy
 
Avoid Dreadful Mistakes While Investing in Mutual Funds
Avoid Dreadful Mistakes While Investing in Mutual FundsAvoid Dreadful Mistakes While Investing in Mutual Funds
Avoid Dreadful Mistakes While Investing in Mutual Funds
 
30-investing-1-principles.ppt
30-investing-1-principles.ppt30-investing-1-principles.ppt
30-investing-1-principles.ppt
 
Year Book by Infinity Finserv Pvt Ltd ( Yr 2020)
Year Book by Infinity Finserv Pvt Ltd ( Yr 2020)Year Book by Infinity Finserv Pvt Ltd ( Yr 2020)
Year Book by Infinity Finserv Pvt Ltd ( Yr 2020)
 

Plus de Tyler Squire

The Time Value Of Money
The Time Value Of MoneyThe Time Value Of Money
The Time Value Of MoneyTyler Squire
 
Setting Personal and Family Goals
Setting Personal and Family GoalsSetting Personal and Family Goals
Setting Personal and Family GoalsTyler Squire
 
Understanding Debt
Understanding DebtUnderstanding Debt
Understanding DebtTyler Squire
 
Understanding And Managing Credit
Understanding And Managing CreditUnderstanding And Managing Credit
Understanding And Managing CreditTyler Squire
 

Plus de Tyler Squire (7)

Finance Classes
Finance ClassesFinance Classes
Finance Classes
 
Cash Management
Cash ManagementCash Management
Cash Management
 
The Time Value Of Money
The Time Value Of MoneyThe Time Value Of Money
The Time Value Of Money
 
Setting Personal and Family Goals
Setting Personal and Family GoalsSetting Personal and Family Goals
Setting Personal and Family Goals
 
Understanding Debt
Understanding DebtUnderstanding Debt
Understanding Debt
 
Budgeting 101
Budgeting 101Budgeting 101
Budgeting 101
 
Understanding And Managing Credit
Understanding And Managing CreditUnderstanding And Managing Credit
Understanding And Managing Credit
 

Dernier

Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...
Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...
Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...Call Girls in Nagpur High Profile
 
Top Rated Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...
Top Rated Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...Top Rated Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...
Top Rated Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...Call Girls in Nagpur High Profile
 
Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...
Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...
Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...Call Girls in Nagpur High Profile
 
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...priyasharma62062
 
The Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdfThe Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdfGale Pooley
 
Top Rated Pune Call Girls Dighi ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...
Top Rated Pune Call Girls Dighi ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...Top Rated Pune Call Girls Dighi ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...
Top Rated Pune Call Girls Dighi ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...Call Girls in Nagpur High Profile
 
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptxFinTech Belgium
 
The Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfThe Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfGale Pooley
 
VIP Independent Call Girls in Andheri 🌹 9920725232 ( Call Me ) Mumbai Escorts...
VIP Independent Call Girls in Andheri 🌹 9920725232 ( Call Me ) Mumbai Escorts...VIP Independent Call Girls in Andheri 🌹 9920725232 ( Call Me ) Mumbai Escorts...
VIP Independent Call Girls in Andheri 🌹 9920725232 ( Call Me ) Mumbai Escorts...dipikadinghjn ( Why You Choose Us? ) Escorts
 
The Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdfThe Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdfGale Pooley
 
The Economic History of the U.S. Lecture 21.pdf
The Economic History of the U.S. Lecture 21.pdfThe Economic History of the U.S. Lecture 21.pdf
The Economic History of the U.S. Lecture 21.pdfGale Pooley
 
Indore Real Estate Market Trends Report.pdf
Indore Real Estate Market Trends Report.pdfIndore Real Estate Market Trends Report.pdf
Indore Real Estate Market Trends Report.pdfSaviRakhecha1
 
03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptxFinTech Belgium
 
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...dipikadinghjn ( Why You Choose Us? ) Escorts
 
The Economic History of the U.S. Lecture 23.pdf
The Economic History of the U.S. Lecture 23.pdfThe Economic History of the U.S. Lecture 23.pdf
The Economic History of the U.S. Lecture 23.pdfGale Pooley
 
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...Call Girls in Nagpur High Profile
 
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...Delhi Call girls
 
Mira Road Memorable Call Grls Number-9833754194-Bhayandar Speciallty Call Gir...
Mira Road Memorable Call Grls Number-9833754194-Bhayandar Speciallty Call Gir...Mira Road Memorable Call Grls Number-9833754194-Bhayandar Speciallty Call Gir...
Mira Road Memorable Call Grls Number-9833754194-Bhayandar Speciallty Call Gir...priyasharma62062
 
20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdfAdnet Communications
 
Top Rated Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...
Top Rated Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...Top Rated Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...
Top Rated Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...Call Girls in Nagpur High Profile
 

Dernier (20)

Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...
Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...
Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...
 
Top Rated Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...
Top Rated Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...Top Rated Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...
Top Rated Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...
 
Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...
Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...
Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...
 
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
 
The Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdfThe Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdf
 
Top Rated Pune Call Girls Dighi ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...
Top Rated Pune Call Girls Dighi ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...Top Rated Pune Call Girls Dighi ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...
Top Rated Pune Call Girls Dighi ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...
 
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
 
The Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfThe Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdf
 
VIP Independent Call Girls in Andheri 🌹 9920725232 ( Call Me ) Mumbai Escorts...
VIP Independent Call Girls in Andheri 🌹 9920725232 ( Call Me ) Mumbai Escorts...VIP Independent Call Girls in Andheri 🌹 9920725232 ( Call Me ) Mumbai Escorts...
VIP Independent Call Girls in Andheri 🌹 9920725232 ( Call Me ) Mumbai Escorts...
 
The Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdfThe Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdf
 
The Economic History of the U.S. Lecture 21.pdf
The Economic History of the U.S. Lecture 21.pdfThe Economic History of the U.S. Lecture 21.pdf
The Economic History of the U.S. Lecture 21.pdf
 
Indore Real Estate Market Trends Report.pdf
Indore Real Estate Market Trends Report.pdfIndore Real Estate Market Trends Report.pdf
Indore Real Estate Market Trends Report.pdf
 
03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx
 
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
 
The Economic History of the U.S. Lecture 23.pdf
The Economic History of the U.S. Lecture 23.pdfThe Economic History of the U.S. Lecture 23.pdf
The Economic History of the U.S. Lecture 23.pdf
 
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
 
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
 
Mira Road Memorable Call Grls Number-9833754194-Bhayandar Speciallty Call Gir...
Mira Road Memorable Call Grls Number-9833754194-Bhayandar Speciallty Call Gir...Mira Road Memorable Call Grls Number-9833754194-Bhayandar Speciallty Call Gir...
Mira Road Memorable Call Grls Number-9833754194-Bhayandar Speciallty Call Gir...
 
20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf
 
Top Rated Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...
Top Rated Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...Top Rated Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...
Top Rated Pune Call Girls Viman Nagar ⟟ 6297143586 ⟟ Call Me For Genuine Sex...
 

Before Investing

  • 1. Personal Finance: Another Perspective Investments 1: Before you Invest
  • 2. Objectives A. Know what to do before you invest B. Understand the ten principles of successful investing C. Understand the major asset classes D. Review the risk and return history of the major asset classes
  • 3.
  • 4.
  • 5.
  • 6. Before You Invest: The Hourglass Top 4. Have you written down your personal goals, do you live on a budget, and do you have a well-written investment plan? If you can answer these affirmatively, you are ready to invest ! 3. Are you out of high-interest rate credit card and consumer debt? 2. Do you have adequate health and life insurance? 1. Are your priorities in order and are you “square” with the Lord?
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29. Returns: Asset Class Returns
  • 32. Returns: S&P500 5 Year Returns
  • 33. Returns: S&P500 10 Year Returns
  • 34. Equity Asset Class Returns and Risk (through 2008)
  • 35.
  • 36.
  • 37.
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
  • 43.
  • 44.
  • 45.
  • 46.
  • 47.
  • 48.
  • 49.
  • 50.
  • 51.
  • 52.
  • 53.
  • 54.
  • 55.
  • 56.
  • 57.
  • 58.
  • 59.
  • 60.
  • 61.
  • 62.
  • 63.
  • 64.
  • 65.
  • 66.
  • 67.
  • 68.
  • 69.
  • 70.
  • 71.