NOTE: Classroom
moved to Mitchell Hall 303 in Spring 2008.
* Note: Final
Exam is on Fri. 4/25, 8:30-9:30 a.m.
* New: Instruction Sheet for Accessing Gitman/Joehnk XTRA!
*
Word doc
format
*
Adobe PDF format
*
For Chapter 2 HW =>
Comments on Homework for Chapter 2.
*
Excel Worksheet 2.2
*
Excel Worksheet 2.3
*
Excel Worksheet 2.5
* For Chapter
3 HW =>
Comments on Homework for Chapter 3
=> (new) IRS Form 1040EZ
worksheet for Problem for Chap 3 HW,
Problem 5(a) (1040EZ)
=> worksheet for IRS Form 1040A for Chap. 3 HW, Problem
5(b) (due Wed. 1/20))
* Chapter 4 - Worksheet 4.1 PDF or Worksheet 4.1 Excel version - take-home exam
* For Chapter
5 HW =>
Comments on Homework for Chapter 5
NEW: Class Notes on:
5.1 and 5.3
5.4
*
Excel Worksheet 5.1
*
Excel Worksheet 5.3
*
Excel Worksheet 5.4
* Get Adobe Reader (free download) for viewing PDF files
Download => IRS Form 1040A for Chap. 3 HW, Problem 5(b)
* Info on Faith-Based Investing Info on Values-Based (Socially Responsible) Mutual Fund
Course Project Assignment -
Integration of Faith and Personal Finance
Note: Answer questions completely, but do not
format as a term paper.
Due: ____, turn in at class or email as attachment to
jzietlow@malone.edu
Click here to go to Gitman/Joehnk Xtra! website (select ENTER once there)
* The Xtra! website is where you will
find the Xtra! worksheets for selected homework problems
* Also access Xtra! Quizzing to help you prepare for
exams
=> Gitman/Joehnk XTRA! for quizzing to practice for exams
Jump to PowerPoint Presentation Files
Are You Suited to be a Personal Financial Advisor? <=Find out here.
Syllabus<=Personal Finance, Spring 2008
Game Plan <= Personal Finance, Spring 2008
(If needed, may get free Adobe Reader here => Download Reader (unclick "Also download" items)
Note: The Concept Check questions that I reference on the Game Plan are the ones that refer to the chapter material.
So, in Chapter 1, they are on pages 9, 15, etc. They are numbered in sequence. These are not to turn in, but to make sure you understand the material as you go through the chapters. They will also be helpful to you in studying for the exams.
Definitions of Stocks, Bonds, Cash Equivalents,
Alternative Investments - MMA Online
Bond Market Data - Bloomberg (shortest-term Treasury bill serves as risk-free rate of return)
Stock Market Data - Yahoo Finance
Your Federal Income Tax for Individuals (Pub. 17) - 2007 - IRS (don't print out--298 pgs.)
Education-Related Tax Breaks - IRS (74 pages)
Online Giving Calculator - Charity Navigator
Online Financial Calculators - Investment Mgmt Consultants Assoc
Investment Analysis Calculator - Thomson / South-Western (once open, see link at left)
Mortgage Calculator - MSNBC
Savings Target Calculator - Kiplinger
Giving and Tithing -
Crown Ministries
Today's Personal Finance Stories
- CBS MarketWatch.com (may require free
registration)
Today's Bond Market Report
- Bloomberg.com
Personal Finance Resources from a Christian Perspective
- MMAonline.org
Faith-Based Investing in Practice
-
MMAonline.org
Biblical Aspects of Personal Finance - Crown Ministries
Budget Percentages for Family of Four - Crown Ministries
Giving and Tithing - Crown Ministries
Right-click
on the file link, then select "Save Target As" from the
pop-up menu;
select a destination (floppy disk, network directory, or USB drive), and
select "Save". Once the file saves to that location, you may select "Open".
To print out, click Print, select Handouts, select "Pure Black and White",
select 3 to a page, then OK or Print.
Chap1 Chap2 Chap3 Chap4 Chap5 Chap6
Chap7 Chap8 Chap9 Chap10 Chap11 Chap12