Investing Unit 5: Summary

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.