352: Part II

Part II – The Mechanics of Investing

The learning goals for this section are to understand how securities are bought and sold and the practical issues for individual investors.

Checklist:	Supplemental Material
5. Securities Markets __ Reading: Jones, Chapter 4 __ Lecture: __ Lecture: __ Problems: P4.1, 4.2, 4.3, 4.4. __ Flash Cards: Quizlet, PDF
6. How Securities are Traded __ Reading: Jones, Chapter 5 __ Lecture: __ Lecture: __ Worksheet on Margin and Selling Short __ Flash Cards: Quizlet, PDF __ Problems: P5.1, 5.2, 5.3; CP5.1, 5.2
7. Returns and Risk from Investing __ Reading: Jones, Chapter 6 __ Lecture: __ Lecture: __ Problems: P6.1, 6.2, 6.4, 6.9, 6.14. __ Worksheet: Calculating Returns
8. Wealth Management and Retirement __ Powerpoint: Taxes and Investing __ Powerpoint: Saving for Retirement __ Powerpoint: Uncertainty and Retirement Planning __ Excel: Monte Carlo Simulator __ Lecture: Tax planning __ Lecture: How much to save for retirement __ Lecture: Asset allocation and retirement uncertainty __ Flash Cards: Quizlet, PDF	Vanguard: Tax Efficient Investing Bankrate: Portfolio for Retirement Income Vanguard: Income in Retirement