Category Archives: Ch.13, Investing In Stocks

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 Discussion and Assignment: Warren Buffett’s Insights and Words of Wisdom

Much of personal finance deals with understanding basic investment principles.  That’s why Part 4 of Personal Finance, Turning Money into Wealth is titled “Managing Your Investments” – and in Chapter 11 we take a look at investment basics, then in … Continue reading

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Personal Finance Video: Understanding the European Debt Crisis

Teaching Tip:  The beginning of the semester is a good time to try to understand what is going on in the economy.  In an earlier blog entry I discussed using a video by The Wall Street Journal to explain the … Continue reading

Posted in Ch.11, Investment Basics, Ch.12, Securities Markets, Ch.13, Investing In Stocks | Tagged , , ,

Finance in the News & Class Discussion: Gen Y (those 18 to 35) Financially Conservative , Worried about Debt, Optimistic About the Future, and Open for Help

In Chapter 1 we introduce the “Ten Principles of Personal Finance.”   Two of these are Principle 8: Risk and Return Go Hand in Hand and Principle 9: Mind Games, Your Financial Personality, and Your Money.  These principles discuss the fact … Continue reading

Posted in Ch. 1, Financial Planning Process, Ch.11, Investment Basics, Ch.12, Securities Markets, Ch.13, Investing In Stocks | Tagged , , , , ,

Teaching Tip: Explaining the Beginning of the Financial Crisis

The financial crisis that began with the downfall of Bear Sterns in 2009, which led to the death of Lehman Brothers, which in turn led to the stock market crash followed by the recession is complicated to say the least … Continue reading

Posted in Ch.12, Securities Markets, Ch.13, Investing In Stocks, Teaching Tips | Tagged ,