Overview:
In this lesson, teachers will introduce students to the concept of investing. Students will rely on personal experience to create a list of potential “investments.” Based on this list, teachers will lead a short discussion on different investment instruments. Both teachers and students will provide personal definitions of investing. Finally, we will compare different types of investments by introducing students to the concept of risk.
NBEA Standard(s):
- Personal Finance, IV. Saving and Investing
- Personal Finance, VIII. Protecting Against Risk
Knowledge@Wharton High School Articles:
- “The Investor Lifecycle: Changing Priorities, Changing Portfolios”
- “That Crazy Cryptocurrency”
- “Strengths, Weaknesses, Opportunities, Threats: The SWOT Analysis”
- “Portfolio Managers: The Challenge Is Making More than One Winning Stock Pick”
- “Portfolio Management: Making Decisions about Your Investments”
- “Penn CIO Peter Ammon on Why ‘People Matter Immensely’ to Successful Investing”
- “Paying for College: Why the Money Issue Is a ‘Big, Big Deal’”
- “Keeping Fear, Frustration and Joy Out of Your Stock Portfolio”
- “Is Going to College Worth the Investment?”
- “Investing with Purpose”
- “International Student Athletes Learn How to Compete at U.S. Colleges”
- “How to Own a Piece of Your Favorite Brand”
- “Financial Ratios: Evaluating a Company’s Health and Worth”
- “Behind the Blue Chips of the Dow Jones Industrial Average”
- “10 Terms New Investors Should Know”
Lesson Plan Details:
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