Investing in Funds
2021.04.05 11:40 am - 12:21 pm
Teaching point: What are the different types of funds and how does a brokerage fee impact your investment returns?
Agenda
Agenda
Do Now (5 - 10 minutes)
Do Now (5 - 10 minutes)
What are Mutual Funds, Index Funds and ETFs? (10 - 15 minutes)
What are Mutual Funds, Index Funds and ETFs? (10 - 15 minutes)
Choosing the Right Target Date Fund (5 - 10 minutes)
Choosing the Right Target Date Fund (5 - 10 minutes)
Closure and Exit Ticket
Closure and Exit Ticket
What are Mutual Funds, Index Funds and ETFs?
What are Mutual Funds, Index Funds and ETFs?
Let’s take a deeper look at 3 common types of funds that people can invest in by watching this video and answering question in edpuzzle. Log in to EdPuzzle with your KGIA email and we will watch live!
Let’s take a deeper look at 3 common types of funds that people can invest in by watching this video and answering question in edpuzzle. Log in to EdPuzzle with your KGIA email and we will watch live!
Choosing the Right Target Date Fund (From Jan 2016)
Choosing the Right Target Date Fund (From Jan 2016)
In addition to the funds mentioned in the Edpuzzle, a more recent type of fund has become increasingly popular - the Target Date Fund (TDF). Watch the video to learn more about what a TDF is. Then, answer the questions. On your CW
In addition to the funds mentioned in the Edpuzzle, a more recent type of fund has become increasingly popular - the Target Date Fund (TDF). Watch the video to learn more about what a TDF is. Then, answer the questions. On your CW
- What are the two factors you should consider when choosing which target date fund is best for you?
- What is one advantage of choosing a target date fund as your primary retirement investment?
- Describe how the asset allocation in a target date fund changes as you near retirement
Class work
Class work
Complete the questions about Funds on the CW posted in Google Classroom.
Complete the questions about Funds on the CW posted in Google Classroom.