Investing Unit 5: Summary

February 22, 2007 Print Friendly and PDF




Fixed-income investments involve loaning money for a period of time in exchange for periodic interest. Income is the primary objective and some investments also have growth potential if sold for a premium prior to maturity. This unit has reviewed characteristics of 15 specific fixed-income investment products, including advantages, disadvantages, and required minimum investments. Now you need to consider appropriate fixed-income investments that mesh with your personal financial goals. Use the Fixed-Income Investment Comparison Worksheet to make investment decisions and complete the action steps for this unit.

Fixed-Income Investment Comparison Worksheet

Characteristic Fixed-Income Investment #1 Fixed-Income Investment #2 Fixed-Income Investment #3
Rate of Return (recent or projected)      
Maturity Date, if any      
Minimum Investment Amount      
Minimum Subsequent Investment Amount      
Tax Advantages, if any      
Frequency of Interest Payments      
Other Features:      


Work on the Action Steps now to get started.

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This work is supported by the USDA National Institute of Food and Agriculture, New Technologies for Ag Extension project.