April 22, 2015
Our Agenda Topic Speaker Webinar Overview and Instructions Hilary Hunt Teaching and Assessing Student Understanding Dr. Andrew Hill of Saving and Investing Spice Up Your Saving and Investing Lessons Hilary Hunt Model Curriculum, iTunes U, Professional Hilary Hunt Information, and Wrap-Up ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Webinar Overview HILARY HUNT MAKING CENTS PROJECT COORDINATOR
The Making Cents Webinars ! ! Partnership between the Pennsylvania Department of Education and Pennsylvania State University ! ! Part of a series of financial literacy and economic education initiatives ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Goals of the Making Cents Program Curriculum Resources Content Professional Knowledge Information ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Project Partners ! ! Sally Flaherty, Social Studies Advisor, Pennsylvania Department of Education ! ! Dr. Cathy Bowen, Professor, Penn State University ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Our Agenda Topic Speaker Webinar Overview and Instructions Hilary Hunt Teaching and Assessing Student Dr. Andrew Hill Understanding of Saving and Investing Spice Up Your Saving and Investing Lessons Hilary Hunt Model Curriculum, iTunes U, Professional Hilary Hunt Information, and Wrap-Up ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Teaching and Assessing Student Understanding of Saving and Investing DR. ANDREW HILL F E D E R A L R E S E R V E B A N K O F P H I L A D E L P H I A
Questions for Andrew? ANDREW HILL F E D E R A L R E S E R V E B A N K O F P H I L A D E L P H I A A N D R E W . H I L L @ P H I L . F R B . O R G
Our Agenda Topic Speaker Webinar Overview and Instructions Hilary Hunt Teaching and Assessing Student Understanding Dr. Andrew Hill of Saving and Investing Spice Up Your Saving and Investing Hilary Hunt Lessons Model Curriculum, iTunes U, Professional Hilary Hunt Information, and Wrap-Up ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Spice Up Your Saving and Investing Lessons HILARY HUNT MAKING CENTS PROJECT COORDINATOR
Making Saving and Investing More Engaging What is the most difficult part about saving money?
Investing Simulations ! ! The Stock Market Game ! ! stockmarketgame.org ! ! MarketWatch ! ! marketwatch.com/game/ ! ! National SMS ! ! nationalsms.com ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Ways to Use Stock Market Simulations ! ! Individual/team competitions ! ! Assigned or selected strategies ! ! Conservative ! ! Buy and hold ! ! Aggressive ! ! Well-diversified ! ! Industry-specific ! ! Value-focused ! ! “If this was real money, I would have…” ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
InvestWrite ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
InvestWrite: 4-5 Essay Question: Imagine good savers or investors are being threatened by an evil force that wants them to spend and squander their money. Create a superhero to protect them against this threat. What would your superhero be called and what powers would your superhero have? For example, would your superhero have “compounding eyes” and be able to help your money earn interest with just a glance? Or would your superhero have an “autosave ray” that would help you automatically save or invest your money in a mutual fund, a bond, a stock, or some combination of all three? Be creative as you want but be sure to define what good saving and investing habits are and describe why your superhero’s powers are important to beginning investors. Cite your resources for any research you do for the essay. ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
InvestWrite: Grades 6-8 Background: In his Motley Fool editorial, Jason Hall claims you can “turn $10 a day into $1.3 million.” He writes: “people who continue to put money in their accounts every month–in good markets and bad ones–get the best returns. It's when people try to outsmart the market, jumping in and out in an effort to time market cycles, that they lose money in stocks. Putting a little money to work on a regular basis, for as many years as you can, works better than anything else.” Let’s put his theory to the test. Essay Question: Imagine you are a time traveler. Your mission is to travel back in time to January 1, 2005 to prove or disprove Jason Hall’s theory. Identify a stock, bond, or mutual fund from your Stock Market Game team portfolio or one that interests you. Would you have earned money by now if you had invested in it then? Would you have earned money if you had sold it one year later on January 1, 2006? Five years later on January 1, 2010? Describe the stock’s, bond’s or mutual fund’s movement over the course of time. What factors influenced its price? Explain whether you think the stock, bond or mutual fund is a good investment or not. You can be as creative as you want to be but take care to cite your sources where appropriate. PLEASE NOTE: The question refers to a "buy and hold" fixed initial purchase on January 1, 2005 that you sell and analyze on January 1, 2006/January 1, 2010/now. No additional investment is to be included in this analysis. ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
InvestWrite: 9-12 Background : In his article “3 Investing Resolutions You Should Make in 2015,” analyst Brian Stoffel suggests investors “don't sell in 2015.” He explains, “Emotions can get us to do crazy things–and that's especially true for those that are saying to themselves: Sure, but that's not me.” He also writes, “When I started investing, I always wrote down–in the simplest way possible– exactly why I was buying shares of a company, and what it would take to get me to sell shares.” Essay Question: Select two distinctly different stocks, bonds, and/or mutual funds from your Stock Market Game portfolio or choose two distinctly different stocks, bonds or mutual funds you believe would be good investments. First, explain why you believe the industries your selected stocks, bonds, or mutual funds represent are good industries in which to invest. Next, share why you would invest in the stocks, bonds, or mutual funds you selected and what would make you sell each of those investments (just like Brian Stoffel says he did). Do you believe your selected stocks, bonds, or mutual funds will perform well in 2015? Why or why not? Finally, explain why you agree or disagree with Brian Stoffel’s advice not sell in 2015. Be sure to support your decision with facts and cite your sources. ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
More ELA Ideas ! ! Research the history of the New York Stock Exchange or the Dow Jones Industrial Average ! ! Write a letter to request a prospectus ! ! Read and analyze a prospectus ! ! Read news stories and write about the impact the event will have on a specific stock or industry ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Math Behind the Market ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Ways to Save Video • ! Background essay • ! Transcript • ! Teacher Guide • ! Discussion Questions http://www.pbslearningmedia.org/resource/ fin10.socst.personfin.manage.waysave/ways-to-save/ ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
The Time Value of Money Video 14:20 http://www.pbslearningmedia.org/resource/fin10.socst.personfin.timevalu/the-time-value-of-money/ http://www.myfinanceclass.com/files/75948093.pdf ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Financial Literacy: Teach It! http://wimedialab.org/finance/D912Kubeny.html ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
GeniRevolution 1: Building Wealth Over the Long Term 6: Risk and Return 8: Stocks 9: Bonds 10: Mutual Funds 11: Researching Companies 12: Stock Market Fundamentals 13: Stock Market Crashes 14: Forecasting the Future 15: Financial Planning 16: coming next week! http://www.genirevolution.org/ ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Saving and Investing Blitz Search at econedlink.org for Saving and Investing Blitz http://www.econedlink.org/interactives/index.php?iid=146&type=student ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Compound Interest Calculator ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Hands on Banking: Module 4 ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Star Banks Adventure ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
FDIC Podcasts http://fdicmspodcast.com/podcasts/#audio3 ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Pit – the Card Game ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Virtual NYSE Field Trip 8:11 ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Teaching Strategy Financial Advisors Investing Roundtables Student “Shoppers” ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
My Classroom Economy ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
Children’s Books about Saving • ! A Chair for My Mother by Vera B. Williams • ! Pickle Patch Bathtub by Frances Kennedy ! ! ! " # $ % & ' ( ) * ' + , - $ " . / ( 0
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