Market Conditions

EQ – What events have affected the day’s market levels?

1.      Access cnbc.com

2.      Analyze the market for today – Is it up? Is it down? Why?

3.      Compose a half page, typed response to explain your answers

4.      You must type in Calibri font size 12 and double space your text.

5.      Print your response when finished

Gotta Know When To Hold 'Em; Know When To Fold 'Em

EQ - How does Kenny Rogers song help us while investing in the stock market?

1. Kenny Who? That old guy right there
                                                    ---->
2. His Song
3. Hold 'Em (Buy or Hold)
• Buy What You Know
• Strong Businesses (Brands)
• Go Against The Grain (The Pendulum Effect)
• Pull-back Opportunities
• Strong Financials
4. AND THE MOST IMPORTANT
• A sustainable competative advantage
• Tons of Cash - Balance Sheet & Cash Flows
• Strong Leadership
5. Fold 'Em (Selling your position)
• Opportunities
• Business Change
• Valuation
• Mistake
• Losing Sleep

Class 2: Money and Its Uses

EQ – Why might you choose to invest money rather than spend it?

1. Activator – History of money and common transactions
2. Uses of Money
3. Opportunity Cost
4. Cooperative Pairs – Compare Savings Accounts
5. TOD – 1/4 sheet – Answer the EQ

Class 1: Introduction to Investing Opportunities

EQ - What is the essential question for this class period?

1. Syllabus Review
2. Activator - Create a Group Spending Plan
3. Discuss Spending Plans
4. Paying Yourself First
5. TOD - Develop an EQ for today's lesson?

More ETF Info

http://www.fool.com/investing/etf/index.aspx

Class 4 - Defining a Company

EQ – What basic information should I know about a company before I invest?

1. Activator: What is a company?
2. Public v. Private Companies
3. Going Public – The IPO
4. Case Study: Going Ga-Ga for Google
5. Class discussion

Class 3 - Functions of Banks

EQ – What are the functions of banks?

1. Activator: Class Splashdown – Banks your families use
2. Compare Bank Savings Accounts
3. Collaborative Pairs: Level 1 Lesson 1 weseed.com
4. Class Debriefing
5. Case Study