(4) Reuters Investments News and Information (includes Lipper data and studies) at: http://www.investor.reuters.com/StockEntry.aspx?target=/stocks
(5) Definitions of Stocks, Bonds, Cash Equivalents, Alternative Investments at: http://www.mma-online.org/financial_services/financial_education/asset_types.html.
(6) Bond Market Information & Market Data (Bloomberg): http://www.bloomberg.com/markets/rates/index.html.
(7)
Stock Market Data - Yahoo Finance.
(8)
Components of DJIA and effect on index - MSNBC. (Relates
to Chapter 7.)
(10) EXAMS: 2 exams and final exam. See Course Schedule/Game Plan (link at top of this page).
The first exam is over Chapters 1,2,3, and 11, with exam in class on _____.
Other Unit I Materials:
Chapter 2:
(Not assigned ) Walgreen's Excel file with calculations => Excel file
(Not assigned ) ExxonMobil Excel file with calculations => Excel fileChapter 3:
Correlation using Excel spreadsheet example => Excel file
Exhibit 3-5 for your Spreadsheet exercise correlation analysis (just print out when complete).Article: Why so few AAA-rated companies?
The second exam is on __________, and over Chapters 13, 14, and 15, including calculations and interpretations.
Exam Items:
Formula sheets will be provided. All the numbered formulas from Chapter 13, 14, and 15 will be included.Other Unit II Materials:
What are some different sectors in the economy? (Reuters)
FINAL EXAM:
____________, from __________.
It is on Chapters 16, 4, 8, 9, 10, and 12.
Other Unit III Materials:
Definitions of Technical Analysis Terms
Growth of Socially Responsible Investment (SRI) Mutual Funds in U.S. (includes all religious traditions)
Recent Statistics on SRI mutual funds and managed accounts (Social Investment Forum)