1. Investments
Week 5 Lecture
Katherine Spradley

2. Basic Types
 Money Market
 Stocks
 Bonds
 Mutual Funds

3. How Do You Make $ with
Investments?
 Money Market: Interest
 Stocks: Growth/Income/Both
(Dividends)
 Bonds: Discount/Income (Interest)
 Mutual Funds: Growth/Income/Both

4. Which ones are good/bad?
 Stocks: Research
 Bonds: S&P, Moody’s
 Mutual Funds: Research, Morningstar,
etc.

5. Suitability
 Time Horizon
 Purpose
 Goals
 Risk Tolerance

6. Risk Tolerance Quiz
 Take the Quiz Here
 Write about it in your journal

7. What does the Quiz say about
you?
 Example