1. Discuss the role investing plays in the personal financial planning process and identify 2 different investment objectives.

2. Distinguish between primary and secondary markets.

3. Discuss the merits of investing in common stock and distinguish among the different types of stocks.

4. What does it mean to "rebalance" your portfolio?

5. How is an index fund different than other managed mutual funds?

6. Describe the difference between a "no load" and "load " fund. Please use examples!!!

7. Estimate your income needs in retirement and the retirement income supported by your financial plan.

Grading rubric for assignments.

A-a scholarly response, which addresses the questions. Paragraph format with in-depth explanations with examples;

B-fully developed answers addressing the issues in a paragraph format, no grammar and/or spelling problems, explanations and examples;

C- complete sentences addressing the question;

D-one word bullet answers;