Supported by the William Allen-Boeing Student Investment Endowment, Whitman College, and The Department of Economics

 

Educational Tools

One of the primary goals of the Whitman Investment Company is to educate individuals in the fundamentals and complexities of finance. To best pursue this mission, the WIC uses a number of resources including student presentations, guest speakers, and attendance at various events (seminars, conferences, and meetings).

The presentations below are lessons that were presented at Company meetings. These are the Microsoft PowerPoint Presentations that were used with relevant notes. These presentation are denoted with this symbol. Microsoft PowerPoint is NOT required to view the lessons. Any handouts that were used with the presentation are available in Adobe Acrobat format and are denoted by this symbol. You must first download Adobe Acrobat Reader to view these documents.

Title
Description
So you want to invest This presentation is an introduction to some basic investments, as well as some tips for getting started. Topics covered include: stocks, mutual funds, indices and index funds, and bonds.
Evaluating a stock

This presentation looks at some of the numbers and ratios that one can use to evaluate a potential stock investment, as well as some fundamental analysis of a company.

Evaluating a stock handout This handout in Adobe Acrobat format accompanies the previous presentation. Please feel free to download and print the handout to follow along.
Developing a strategy and managing your portfolio This presentation looks at some of the issues that arise when starting to invest. While there are no specific strategies discussed, there are a number of questions to ask when developing a strategy. The second half of the presentation looks at some of the issues that one should consider when starting their own portfolio.
Investing in bonds This presentation is an introduction to the basics that you should know before you start to invest in bonds, including some of the things that you should look at when evaluating a bond investment, as well as some things to think about before you start investing in bonds.

 

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