Category Archives: Ch.11, Investment Basics

As Interest Rates Climb…

In Chapter 14 of Personal Finance, Turning Money Into Wealth, there is a section titled “Why Bonds Fluctuate in Value.” In that section we look at the relationship between bond prices and changes in interest rates. There is an inverse … Continue reading

Posted in Ch.11, Investment Basics, Ch.14, Investing in Bonds | Tagged , , , , , , ,

The Impact of the Recent Downturn on the Wealth Distribution in America

The downturn in the economy that we are still trying to dig out of did not impact all Americans equally.  A recent article in the Washington Post titled “As Economy Recovers, the Richest Get Richer, Study Shows” looks at a … Continue reading

Posted in Ch.11, Investment Basics, Ch.16, Retirement Planning, Ch.18, Financial Life Events | Tagged , , , , , , , ,

Your Financial Personality – Taming Your Emotions When Investing – an Audio Discussion

When it comes to investing – your financial personality, which is a reflection of your attitude about money based on your behavioral and emotional traits, tends to get in the way of good decision making.  When it comes to money, … Continue reading

Posted in 10 Principles of Personal Finance, Ch.11, Investment Basics, Ch.18, Financial Life Events | Tagged , , , , , ,

Class Discussion: Mama June looks out for Honey Boo Boo

As you saw in Principle 9: Mind Games, Your Financial Personality, and Your Money, much of your approach to money is determined by your Financial Personality.  When some of us get money, it’s gone in no time – others have … Continue reading

Posted in Ch. 1, Financial Planning Process, Ch.11, Investment Basics, Ch.17, Estate Planning | Tagged , , , , , , ,

Personal Finance Update: Tax Changes 2013

Now that we’ve made it though the “cliff” and the “Mayan end of the world” scares, let’s take a look at what’s happened to taxes – and it’s been a lot. The payroll tax reduction has ended, new Medicare surtaxes … Continue reading

Posted in Ch. 4, Tax Planning, Ch. 9, Life and Health Insurance, Ch.11, Investment Basics, Ch.13, Investing In Stocks, Heads Up, Personal Finance In The News, Uncategorized | Tagged , , , , , , , , , ,

Class Assignment and Discussion: The Money-Death Problem

The New Yorker has always been famous for it cartoons, and one of the best is a 2003 cartoon by Barbara Smaller that shows a husband talking to his wife, saying, “If we take a late retirement and an early … Continue reading

Posted in Ch.11, Investment Basics, Ch.16, Retirement Planning | Tagged , , , , , , ,

Video and Class Discussion: The Fed and the Economy – from Ben Bernanke

Teaching Tip:  These are one-hour lectures and could be shown in class with class discussion following them. When it comes to lectures, this one might not sound that exciting – “Reflections on the Federal Reserve and Its Place in Today’s … Continue reading

Posted in Ch.11, Investment Basics, Ch.12, Securities Markets, Personal Finance In The News | Tagged , , , ,