UNIT 4

GOALS


Do you want to buy a house? A fancy sports car? Travel the world? Be debt free when you graduate University? Buy a place on the beach?
The following questions will help you establish investment goals for yourself.
  1. What will you use the money for?
  2. How much money do you need to satisfy your investment goals?
  3. How will you obtain the money?
  4. How long will it take to obtain the money?
  5. How much risk are you willing to assume in an investment program?
  6. What possible economic or personal conditions could alter your investment goals?
  7. Considering your economic circumstances, are your investment goals reasonable?
  8. Are you willing to make the sacrifices necessary to ensure that you meet your investment goals?
  9. What will the consequences be if you don't reach you investment goals?

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NOTES: UNIT 4, Investing

What is an Investment Goal you could work towards?
What might keep you from investing?
How could you save enough money to start investing?
Why might you want a financial advisor?

Add your response to the Unit 4 Notes document saved in your notebook folder.


DEEP DIVE REFLECTION

Once you have completed your notes , reflect and discuss your responses with peers, family members, &/or educators.  
*These reflections allow you to generate discussions with others, sharing opinions , thoughts, and experiences.   This will be helpful when completing course assignments.