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FOCUS QUESTION FOR THIS SECTION

  • How do investors make decisions about purchasing investments?

Investing

Section 5: Purchasing Investments

SECTION DESCRIPTION
Once an investor decides to purchase an investment, there are several options in terms of where and how to buy stocks, bonds, and mutual funds. In these lessons, students will learn about the stock market, the roles of financial advisors, how to make a self-directed investment purchase, and how to buy certain stocks directly from the company.

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LESSON OBJECTIVES

  • Define and give examples of a market, as well as identify and classify mediums of investing.

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LESSON OBJECTIVE

  • Demonstrate costs and benefits of a financial advisor–directed investment vs. a self-directed investment.

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LESSON OBJECTIVES

  • Identify various levels of risk and risk tolerance when purchasing investments.

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 LESSON OBJECTIVES

  • Compare the advantages and disadvantages of buying and selling investments through various mediums.

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LESSON OBJECTIVES

  • Research different means of starting an investment portfolio, and choose a full-service, discount, or online brokerage firm based on personal investing needs.

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