Investing Unit

ACTIVITIES

• PLAY: Roll with the Market
• MOVE: Let's Make a Mutual Fund
• INTERACTIVE: Invest with STAX!
• CALCULATE: Retirement Savings Goals
• COMPARE: Types of Retirement Accounts
• ANALYZE: Dollar Cost Averaging in Action
• PROJECT: 5 Stocks on Your Birthday
• PROJECT: Joining the Market
• COMPARE: Types of Investment Funds
• ANALYZE: Understanding Inflation
• INTERACTIVE: The Power of Compounding
• ROLEPLAY: Sign up for a 401(k)
• ANALYZE: Investing for Retirement
• COMPARE: Select a Brokerage Account
• PLAY: Insider Trading Shenanigans
• FINE PRINT: Bond Mutual Fund Fact Sheet
• READ: 25 Investing Basics
• READ: Retirement Basics
• INTERACTIVE: What's the S&P 500?
• INTERACTIVE: Beat the Market on Tech IPOs
• PLAY: Guess How Much Is In The Jar
• MOVE: Organize A Stock Market Index
• FINE PRINT: Stock Index Fund Fact Sheet
• PROJECT: Build Your Portfolio
• FINE PRINT: Target Date Fund Fact Sheet
• READ: 10 Facts About Bonds
• INTERACTIVE: Exploring Asset Classes
• ROLEPLAY: Sign Up for an IRA
• ANALYZE: Inequalities in Investing

CASE STUDIES

FINCAP FRIDAYS

• Stock Split Summer
• Saying "OK" to the 401k
• The Raging Bull
• Playing With F.I.R.E.
• Strong Shoe Game
• Bonds, Lame Bonds
• Gaming Gone Global
• When the Mean is Nice
• Wanna Split An Apple?
• From IPO to IP Whoa!
• Who Wants To Be A Billionaire?
• Women in the C-Suite
• Closing the Gap
• I Want I Bonds
• Tumultuous Twitter Takeover
• Don't Use It, Don't Lose It!
• Financially Confident Women
• Is the Stock Market Scary?
• Bitcoin ETFs Debut
• S&P 500 Hits 5,000

QUESTIONS OF THE DAY

• How many millionaires are there in the United States?
• Over a recent 20 year period, what percent of pros investing in large companies "beat the market?"
• What percent of 18-29 year olds are investing in the stock market?
• If you invested $1,000 in Netflix stock 10 years ago, what would it be worth now?
• What is the median and average retirement savings for people under 35?
• How much would I need to save monthly to have $1 million when I retire?
• What has been the average geometric return for the stock market over the past 50 years [1970-2020]?
• What percent of American families invest in the stock market?
• Would you rather have $1,000,000 or start with a penny and double your money every day for 30 days?
• What percent of financial advisers are women?
• How many countries have banned cryptocurrency? Can you name one?
• What percent of 18-24 year old investors own individual stocks?
• What percent of 18-29 year olds are investing in the stock market?
• What major event caused the federal government to start regulating the stock market?

DATA CRUNCH + MATH

• DATA CRUNCH: How Does Your Asset Mix Impact Your Returns?
• DATA CRUNCH: What Have Stock Market Returns Been Over the Past Ninety Years?
• DATA CRUNCH: What’s Been The Best Investment Since 1926?
• DATA CRUNCH: How Successful Is the Average Investor?
• MATH: Exponential Growth in Investments
• MATH: Standard Deviation in Stock and Bonds
• MATH: Return on Investment
• MATH: Active vs Passive Funds
• MATH: Yield to Maturity
• MATH: Rule(72)
• MATH: Rule of 110 and Function Composition
• MATH: Using Regression to Analyze Stocks