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BMT 1620: Financial Planning and Investments

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BMT 1620: Financial Planning and Investments

This text addresses financial planning concepts, their application and the risk factor in the management of finances.

Business
Author
Elijah Cooks
Publisher
Prince George's Community College
Source
LibreTexts
License
CC BY-NC-SA
Language
EN
Category
Business Administration
Read online Download PDF (open licence)
Contents· 141 sections
  1. 01: Personal Financial Planning
  2. 1.01: Introduction
  3. 1.02: Individual or Micro Factors That Affect Financial Thinking
  4. 1.03: Systemic or Macro Factors That Affect Financial Thinking
  5. 1.04: The Planning Process
  6. 1.05: Financial Planning Professionals
  7. 02: Basic Ideas of Finance
  8. 2.01: Introduction
  9. 2.02: Income and Expenses
  10. 2.03: Assets
  11. 2.04: Debt and Equity
  12. 2.05: Income and Risk
  13. 03: Financial Statements
  14. 3.01: Introduction
  15. 3.02: Accounting and Financial Statements
  16. 3.03: Comparing and Analyzing Financial Statements
  17. 3.04: Accounting Software-An Overview
  18. 04: Evaluating Choices - Time Risk and Value
  19. 4.01: Introduction
  20. 4.02: The Time Value of Money
  21. 4.03: Calculating the Relationship of Time and Value
  22. 4.04: Valuing a Series of Cash Flows
  23. 4.05: Using Financial Statements to Evaluate Financial Choices
  24. 4.06: Evaluating Risk
  25. 05: Financial Plans- Budgets
  26. 5.01: Introduction to Budgets
  27. 5.02: The Budget Process
  28. 5.03: Creating the Comprehensive Budget
  29. 5.04: The Cash Budget and Other Specialized Budgets
  30. 5.05: Budget Variances
  31. 5.06: Budgets Financial Statements and Financial Decisions
  32. 06: Taxes and Tax Planning
  33. 6.01: Sources of Taxation and Kinds of Taxes
  34. 6.02: The U.S. Federal Income Tax Process
  35. 6.03: Record Keeping Preparation and Filing
  36. 6.04: Taxes and Financial Planning
  37. 07: Financial Management
  38. 7.01: Your Own Money- Cash
  39. 7.02: Your Own Money- Savings
  40. 7.03: Other People's Money- Credit
  41. 7.04: Other People's Money- An Introduction to Debt
  42. 08: Consumer Strategies
  43. 8.01: Consumer Purchases
  44. 8.02: A Major Purchase- Buying a Car
  45. 09: Buying a Home
  46. 9.01: Identify the Product and the Market
  47. 9.02: Identify the Financing
  48. 9.03: Purchasing and Owning Your Home
  49. 10: Personal Risk Management- Insurance
  50. 10.01: Insuring Your Property
  51. 10.02: Insuring Your Health
  52. 10.03: Insuring Your Income
  53. 11: Personal Risk Management- Retirement and Estate Planning
  54. 11.01: Retirement Planning- Projecting Needs
  55. 11.02: Retirement Planning- Ways to Save
  56. 11.03: Estate Planning
  57. 12: Investing
  58. 12.01: Investment and Markets- A Brief Overview
  59. 12.02: Investment Planning
  60. 12.03: Measuring Return and Risk
  61. 12.04: Diversification- Return with Less Risk
  62. 13: Behavioral Finance and Market Behavior
  63. 13.01: Investor Behavior
  64. 13.02: Market Behavior
  65. 13.03: Extreme Market Behavior
  66. 13.04: Behavioral Finance and Investment Strategies
  67. 14: The Practice of Investment
  68. 14.01: Investment Information
  69. 14.02: Investing and Trading
  70. 14.03: Ethics and Regulation
  71. 14.04: Investing Internationally- Risks and Regulations
  72. 15: Owning Stocks
  73. 15.01: Stocks and Stock Markets
  74. 15.02: Stock Value
  75. 15.03: Common Measures of Value
  76. 15.04: Equity Strategies
  77. 16: Owning Bonds
  78. 16.01: Bonds and Bond Markets
  79. 16.02: Bond Value
  80. 16.03: Bond Strategies
  81. 17: Investing in Mutual Funds Commodities Real Estate and Collectibles
  82. 17.01: Mutual Funds
  83. 17.02: Real Estate Investments
  84. 17.03: Commodities and Collectibles
  85. 18: Purchasing Power Parity
  86. 18.01: Overview of Purchasing Power Parity (PPP)
  87. 18.02: The Consumer Price Index (CPI) and PPP
  88. 18.03: PPP as a Theory of Exchange Rate Determination
  89. 18.04: Problems and Extensions of PPP
  90. 18.05: PPP in the Long Run
  91. 18.06: Overvaluation and Undervaluation
  92. 18.07: PPP and Cross-Country Comparisons
  93. 19: National Income and the Balance of Payments Accounts
  94. 19.01: National Income and Product Accounts
  95. 19.02: National Income or Product Identity
  96. 19.03: U.S. National Income Statistics (20072008)
  97. 19.04: Balance of Payments Accounts- Definitions
  98. 19.05: Recording Transactions on the Balance of Payments
  99. 19.06: U.S. Balance of Payments Statistics (2008)
  100. 19.07: The Twin-Deficit Identity
  101. 19.08: International Investment Position
  102. 20: Financial Crises- Causes and Consequences
  103. 20.01: Financial Crisis Taxonomies
  104. 20.02: Asset Bubbles
  105. 20.03: Financial Panics
  106. 20.04: Lender of Last Resort (LLR)
  107. 20.05: Bailouts and Resolutions
  108. 20.06: The Crisis of 2007-2009
  109. 20.07: Suggested Reading
  110. 21: Interest Rates
  111. 21.01: The Interest of Interest
  112. 21.02: Present and Future Value
  113. 21.03: Compounding Periods
  114. 21.04: Pricing Debt Instruments
  115. 21.05: Whats the Yield on That
  116. 21.06: Calculating Returns
  117. 21.07: Inflation and Interest Rates
  118. 21.08: Suggested Reading
  119. 22: The Economics of Financial Regulation
  120. 22.01: Market Failures and Public Choice
  121. 22.02: The Great Depression as Regulatory Failure
  122. 22.03: The Savings and Loan Regulatory Debacle
  123. 22.04: Better but Still Not Good- U.S. Regulatory Reforms
  124. 22.05: Basel II Basel III and Dodd-Frank
  125. 22.06: Suggested Reading
  126. 23: Monetary Policy Tools
  127. 23.01: The Federal Funds Market and Reserves
  128. 23.02: Open Market Operations and the Discount Window
  129. 23.03: The Monetary Policy Tools of Other Central Banks
  130. 23.04: Suggested Reading
  131. 24: Central Bank Form and Function
  132. 24.01: Americas Central Banks
  133. 24.02: The Federal Reserve Systems Structure
  134. 24.03: Other Important Central Banks
  135. 24.04: Central Bank Independence
  136. 24.05: Suggested Reading
  137. 25: Financial Derivatives
  138. 25.01: Derivatives and Their Functions
  139. 25.02: Forwards and Futures
  140. 25.03: Options and Swaps
  141. 25.04: Suggested Reading