Investment and Savings Teacher Resources
Find Investment and Savings educational ideas and activities
Showing 121 - 140 of 2,600 resources
Researching Stocks on New York Stock Exchange
Sixth graders research to find background information and stock history over the last year about a company listed on the NYSE. They evaluate whether or not they should "invest" in that company. They write a persuasive essay outlining why the class should invest in that company.
Martin Luther King Jr. Day
Pupils explore the history of Martin Luther King, Jr. day. Using the internet, they discover how the idea of Jim Crow kept African-Americans from gaining economic prosperity. They explain how an investment in human capital and a willingness to seek out new opportunities allowed for the African-American middle class to form.
New! A Lifetime of Savings
Sometimes people who seem to lead what would be considered an ordinary life do extraordinary things. Such was the case with Oseola McCarty, who donated a large sum of money for a university scholarship fund in her name. Oseala lived her life taking in clothes that she would wash for people in a large kettle over a fire. Her donation became a legacy that inspired many others to donate. While Oseala's character could surely be considered impressive, wait until your high schoolers see the power of compounded interest! In this lesson plan, they will use geometric series to answer questions of Oseola's accumulated savings.
Real Estate Tycoon
Wow! Here is a fabulous lesson plan that utilizes real-life scenarios and skills to reinforce the concepts of fractions, decimals, and percents. The activity is divided up into three areas of study: drafting and designing a home, purchasing real estate, and the stock market. These activities are sure to challenge and excite your charges. This is one of the better math lessons I've come across. Highly recommended!
Marriage and Financial Goals, Budgeting Strategies
There is no more useful life skill to learn, than budgeting and setting financial goals. It's math that is used by every person, everyday. Learners examine the responsibilities and costs involved in family economics. Through a series of interviews, problem-solving activities, and research assignments they'll understand how to set goals and create a family budget.
Industrial Growth (1865 - 1914)
It wasn't like the American Industrial Revolution just happened overnight; or did it? Critically examine the inventors, inventions, investments, and tycoons that made the Industrial Revolution happen. Covered are over 50 years of railroads, oil booms, stock markets, and labor strikes.
New! Old Stone House Lesson Plan
From stagecoach to railroad tracks, your class will discover how advancements in travel in the United States during the nineteenth century played an integral role in the industrialization and development of American society. The main activity in this resource is an investment game where class members are given a unique identity and then, based on their knowledge of transportation in the period, are asked to invest in the best mode of transportation at various stages in the eighteen hundreds.
Once Sal's hypothetical company has been through two series of seed investor financing, competition is driving them to raise a significantly larger chunk of cash. Learners investigate the initial public offer process, starting with a visit to an investment bank. He explains the role of the bank as well as its motivations, and outlines how a syndicate operates. Scholars differentiate private equity sales with this new IPO, and see a clear demonstration of the mechanics behind raising money this way. Finally, there is a brief comparison between trading on a public stock exchange and investing in an IPO.
Demanding Celebs: Business Studies
Celebrities and economics? Business or economics classes discuss how different celebrities' stocks have been affected by supply and demand. They track the news to identify factors that impact value, discuss and justify their choice of celebrity, and explain how the demand and stock price correlate. The lesson is highly adjustable in terms of duration. Note that the supplemental PowerPoint and worksheet are not included. An engaging lesson!
Housing Price Conundrum (Part 3)
Wondering why home financing relaxed in the years following Y2K? In the third of a four-part series, Sal describes the investment phenomenon between 2000 and 2006 that allowed more people to bid on homes and increased demand artificially. Scholars observe the basic home loan model and the securitization of the mortgage market in the 90s. As Sal moves in the 21st century he discusses the multi-party investment chain profiting off of home loans and the new role of banks as transactional, temporary loan holders. He also discusses the role of rating agencies, introducing learners to potentially overoptimistic security ratings on mortgages base on the increases home prices and low default rates.
The class will first consider personal money management and budgeting. They will then turn the tables and use their skills to budget for philanthropic ventures, developing a service project to support a local non-profit organization. This resource includes all materials, including handouts and key words.
Understanding a Balance Sheet
A balance sheet is a tool that can help you determine your budget, how you'd like to invest, and key into getting a loan. Teach kids the importance of good accounting practices as they apply to everyday finance. They have a discussion, sharpen their math skills, and fill out a real balance sheet for practice.
Getting a Seed Round From a VC
After reviewing his hypothetical business startup, Sal outlines stock distribution based on pre-money valuation and a $5 million investment from angel donor. He goes over the fluctuating percentage of ownership once an investor is introduced and per share value. Once scholars have a vivid picture of the company's assets, they begin to understand the first steps to getting it off the ground. What happens if most of the liquid assets are gone and the idea hasn't turned a profit? Sal heads back to the venture capital world, describing the role of seed investors. He introduces this type of investing as Series A Financing, but doesn't go into detail about it just yet.
Debunking Myths about Financial Aid: A Workshop for Students and Families
If you are a teacher who wants to provide specific information to potential college learners and their families, then look no further. Here is an outline, quiz, and slide-show content that is sure to help you debunk myths related to obtaining financial aid for college.
Going Back to the Till: Series B
Help young economists understand the concept of a company's increasing value despite a lack of profit. They explore Sal's case study startup company, which needs to raise more money after going through the original angel investment. For the Series A Financing with the first seed venture capitalist, Sal explains the pre-money valuation, price per share adjustment, post-money valuation, and the role of the board of directors in this process. To further solidify this concept, he repeats the process after more cash burn and, in the second round of valuation, explains up rounds and down rounds. He ends by outlining the Series B financing.
Mortgage-Backed Securities 1
With Salman Khan's valuable opinions on this topic, students will consider the significant financial responsibilities that will have consequences. personal implications. This introduce the factor of investment banks and their interaction with the banks that offer the individual loans.
Solar Energy in New York
Middle schoolers examine a variety of information for New York State including insolation data, and economic or political data, thus incorporating both science and social studies. Encouraging learners to become concerned citizens as they enter the adult world, they get to consider whether or not increasing the amount of surface area devoted to photovoltaic system is a wise investment.
The Economics of Pro Sports: Why are the Cowboys and Yankees so Valuable?
What do sports have to do with economics? A lot, if you're talking about professional sports franchises. Learners investigate the costs, revenue, and incentives in investing in professional sports teams. They'll use data from Forbes magazine and a worksheet to complete their investigation.
Who Wants to Spend $20,000?
Who wouldn't want $20,000 to spend? But, the question becomes, what do you spend it on? Learners discuss loans, interest, and making adult-like financial decisions. They role-play a scenario that depicts the choices of a girl who took out such a loan and how it affected her life.
What is the Formula for Simple Interest?
I=prt is the formula for interest. What does each variable represent? I =interest, p =amount originally invested, r =rate of interest (usually in percent), t =time. Now all you have to do is plug in the numbers and do the calculations.