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0.01HandoutWelcome to Money 101 Education https://money101education.com/wp-content/uploads/2024/07/0.01-WELCOME-to-Money-101-Education.pdf7/13/2024
0.06HandoutSix Steps to Building Wealthhttps://money101education.com/wp-content/uploads/2024/07/0.06-Steps-to-building-wealth-and-an-enjoyable-retirement.pdf7/3/2024
12.00HandoutInvestment Segment -Instructor’s Noteshttps://money101education.com/wp-content/uploads/2024/07/12.00-Investment-Segment-Instructors-Notes-for-Class-.pdf7/15/2024
12.01HandoutAsset Classeshttps://money101education.com/wp-content/uploads/2024/07/12.01-Asset-Classes.pdf7/12/2024
12.02HandoutRecommended Asset Allocation (one file covering: Retirement, College Savings and Life Enhancement )https://money101education.com/wp-content/uploads/2024/07/12.02-Recommended-Asset-Allocations-a-retire-b-college-c-life-goal.xlsxn/a
12.02aChartRecommended Asset Allocation for RETIREMENT fundshttps://money101education.com/wp-content/uploads/2024/07/12.02a-Recommended-Asset-Allocations-for-RETIREMENT-funds.pdfn/a
12.02bChartRecommended Asset Allocation for COLLEGE SAVINGS fundshttps://money101education.com/wp-content/uploads/2024/07/12.02b-Recommended-Asset-Allocations-for-COLLEGE-SAVINGS-PLANS-.pdfn/a
12.02cChartRecommended Asset Allocation for LIFE ENHANCEMENT fundshttps://money101education.com/wp-content/uploads/2024/07/12.02c-Recommended-Asset-Allocations-LIFE-ENHANCEMENT-FUNDS-.pdfn.a
12.03HandoutHow to put together a portfolio of stocks and bondshttps://money101education.com/wp-content/uploads/2024/07/12.03-How-to-put-together-a-portfolio-of-stocks-bonds-.pdf7/12/2014
12.05HandoutCash Instruments and FDIC Insurancehttps://money101education.com/wp-content/uploads/2024/07/12.05-Cash-Instruments-and-FDIC-insurance.pdf3/20/2024
12.06ExampleBonds – How is Interest Paid on US Savings Bond Series EEhttps://money101education.com/wp-content/uploads/2024/07/12.06-Bonds-How-Interest-is-Earned-on-US-Savings-Bonds-Series-EE.pdfn/a
12.07ExampleBonds – How is Interest Paid on most Government and Corporate Bondshttps://money101education.com/wp-content/uploads/2024/07/12.07-Bonds-How-Interest-is-paid-on-most-goverment-and-corporate-bonds-.pdfn/a
12.08Exercise with AnswerHow can Sally sell her previously purchased bond when interest rates have subsequently increased?https://money101education.com/wp-content/uploads/2024/07/12.08-Bonds-How-can-Sally-sell-her-previously-purchased-bond-when-interest-rates-have-subsequently-increased-.pdfn/a
12.09ExampleBonds – How the market value of a bond changes based on interest rateshttps://money101education.com/wp-content/uploads/2024/07/12.09-Bonds-How-the-market-value-of-a-bond-changes-based-on-interest-rates.pdfn/a
12.10aExerciseBonds – Help Susan and Michelle find the appropriate price to sell their bondshttps://money101education.com/wp-content/uploads/2024/07/12.10a-EXERCISE-Help-Susan-and-Michelle-Sell-Their-Bonds.pdfn/a
12.11HandoutBonds – What is the difference between Effective Duration and Effective Maturityhttps://money101education.com/wp-content/uploads/2024/07/12.11-Bonds-What-is-the-difference-between-Effective-Duration-and-Effective-Maturity.pdf4/25/2024
12.20FormTo record fund metrics as researched on Morningstarhttps://money101education.com/wp-content/uploads/2024/07/12.20-FORM-to-record-fund-metrics.xlsxn/a
12.21FormWhat do I own – analyzing a portfoliohttps://money101education.com/wp-content/uploads/2024/07/12.21-FORM-What-do-I-own-analyzing-a-portfolio.xlsxn/a
12.22FormTo record fund metrics with ticker symbols suppliedhttps://money101education.com/wp-content/uploads/2024/07/12.22-FORM-with-fund-symbols-A-Asset-Allocation-B-Target-Date-C-Diverse-Fund-Categories-.xlsxn/a
12.25ExampleHow to rebalance a multi-fund portfoliohttps://money101education.com/wp-content/uploads/2024/07/12.25-How-to-rebalance-a-multi-fund-portfolio.pdfn/a
12.31HandoutWhat is a Financial Custodian? and how to choose onehttps://money101education.com/wp-content/uploads/2024/07/12.31-What-is-a-Financial-Custodian-and-how-to-choose-one.pdf6/20/2024
12.32HandoutQuestions to ask your Financial Advisorhttps://money101education.com/wp-content/uploads/2024/07/12.32-Questions-to-ask-your-FInancial-Advisor.pdf7/14/2024
12.33ChartComparison of fund growth with or without Asset Under Management Feeshttps://money101education.com/wp-content/uploads/2024/07/12.33-Comparison-of-fund-grow-with-or-without-22Asset-Under-Management-Fee22.pdfn/a
12.41ExampleHow do you read a 1099 for a taxable investment account?https://money101education.com/wp-content/uploads/2024/07/12.41-How-do-you-read-a-1099-on-a-taxable-investment-account.pdfn/a
12.42ChartHow are capital gains created even though the investor never sold the fund?https://money101education.com/wp-content/uploads/2024/07/12.42-How-Capital-Gains-are-created-even-though-the-investor-never-sold-the-fund.pdfn/a
12.44HandoutWhat is a Morningstar Categoryhttps://money101education.com/wp-content/uploads/2024/07/12.44-What-is-a-Morningstar-Category-.pdf7/14/2024
12.46HandoutETFs vs Mutual Funds what is the real difference?https://money101education.com/wp-content/uploads/2024/07/12.46-ETFs-vs-Mutual-Funds-what-is-the-REAL-difference.pdf3/20/2024
12.53Chart10 year performance quilt by asset class updated through 2023https://money101education.com/wp-content/uploads/2024/07/12.53-Performance-QUILT-10-year-performance-by-Asset-Class-updated-2023.png12/31/2023
12.82ArticleMorningstar STAR ratings explainedhttps://money101education.com/wp-content/uploads/2024/07/12.82-Morningstar-STAR-ratings-explained-reprint-of-article-Morningstar-September-2017.pdf9/5/2017
12.83ArticleHow to research ESG funds – environmental, social and governance on Morningstarhttps://money101education.com/wp-content/uploads/2024/07/12.83-How-to-research-ESG-funds-enviornmental-social-governance-on-Morningstar.pdf8/21/2020