Homework: Offer Is The Best For You and Why
Homework: Offer Is The Best For You and Why
restaurants, etc.).
charged
Annual fee
Late fee
Over-the-limit fee
advances, etc.)
Grace period
Other features
Financial Slide Rule Calculator Assignment #1: Credit Card
Smarts
paragraphs).
Content of Paper:
in the table and what you learned from this activity. Include
Retirement?
Objective: Students will create a table from the personal finance
paragraphs).
Content of Paper:
in the table and what you learned from this activity. Include
Name of Fund A. B. C.
income)
Your Investment
Objective(s)
Fund's Investment
Objective(s)
Total Return
Performance over 1
year
Performance over 3
years
Performance over 5
years
Performance over
10 years
Minimum Initial
Investment
Minimum
Subsequent
Investment
Fees
Commission/Sales
Charge
Redemption Fee
Management Fees
12 b-1 Fee
Expense Ratio
Years of Manager in
Position
Portfolio Turnover
Rate
Investment Policies
market, business,
financial, and
currency risk)
Unusual
Problems/Risks?
management)
Investment Risk
Comfort Zone?
Services provided
by fund
Telephone (800#)
numbers.
6. Click "Submit."
payoff term) and print out the time and interest savings
page.
8. Click on "Click for Details" on the method with the greatest
cost savings.
method.
about your scenario and what you learned about debt and
report.
as appropriate:
to the case
analysis).
2. Roy Bemmer
3. Jean Kitching
4. Hope Forma
6. Peggy Janis
8. Jennifer Barry