Summer$tock

Curriculum Overview

• Identify your short- and long-term financial goals and learn how to save and invest to meet your goals.
• Research your favorite companies. Read the financial pages, web sites, and annual reports to find out if your favorite brand or shopping destination is a potential hot stock pick.
• Create a mock portfolio.  With your Investment Club team, research, select, and present a balanced portfolio of high performance stocks.
• Learn the secrets of making your money grow through the power of compounding.
• Select the right combination of stocks, bonds, and mutual funds to match your goals, time frame, and risk tolerance.
• Combine your consumer savvy and knowledge of future trends with the fundamentals of stock analysis to select investments to weather bull and bear markets.
• Track your investments on line.

Visiting Faculty and Field Trips

A diverse faculty of successful investors provide real world experience and perspective.

And field trips to organizations such as the Federal Reserve Bank and other relevant institutions demystify the structure behind the financial markets.