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Stock Market Analysis and Personal Finance. Mr. Bernstein Financial Decisions and Goals, pp 6-18 February 10, 2014. Stock Market Analysis & Personal Finance Mr. Bernstein. Personal Financial Planning Determine Your Current Financial Situation

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stock market analysis and personal finance

Stock Market Analysis and Personal Finance

Mr. Bernstein

Financial Decisions and Goals, pp 6-18

February 10, 2014

stock market analysis personal finance mr bernstein
Stock Market Analysis & Personal Finance Mr. Bernstein

Personal Financial Planning

  • Determine Your Current Financial Situation
  • Develop Your Financial Goals
  • Identify Your Options
  • Evaluate Your Alternatives
  • Create and Use Your Financial Plan of Action
  • Review and Revise Your Plan
stock market analysis personal finance mr bernstein1
Stock Market Analysis & Personal Finance Mr. Bernstein

Developing Personal Financial Goals

Time Frames

Short-Term (ie <1 year)

Intermediate (ie 2-5 years)

Long-Term (ie 5+ years)

stock market analysis personal finance mr bernstein2
Stock Market Analysis & Personal Finance Mr. Bernstein

Developing Personal Financial Goals

Life Cycle

Young Single Adult

Young Couple / No Children (DINKs)

Couple with Young Children

Single Parent with Children

‘ Middle Aged Adult

Older Couple with Children Grown and Gone

stock market analysis personal finance mr bernstein3
Stock Market Analysis & Personal Finance Mr. Bernstein

Developing Personal Financial Goals

Young Single Adult (s/t, intermediate)

Obtain Career Training

Become Financially Independent

Obtain Health Insurance

Develop Savings Plan

Manage Credit Carefully

Couple with Young Children (more focus on l/t)

Purchase a Home

Start College Fund

Begin Retirement Savings

stock market analysis personal finance mr bernstein4
Stock Market Analysis & Personal Finance Mr. Bernstein

Monthly Budget

Young Single Adult

Income categories

Expense categories

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Stock Market Analysis & Personal Finance Mr. Bernstein

How does the Economy Affect Your Plans and Budgets? Measurements of Economic Conditions:

GDP (Gross Domestic Product)

Inflation and CPI

Interest Rates

Monetary Policy & Money Supply

Fiscal Policy: Government Spending & Tax Rates

Unemployment Rate