Investments 4: Bond Basics

Learning Outcomes

There are five objectives for this section:
 
A. Explain the Risks and Returns Associated with Bonds
B. Understand Bond Terminology
C. Describe the Major Bond Categories
D. Explain How Bonds Are Valued
E. Explain the Costs of Investing in Bonds
 

Chapter Reading

Please read the chapter on "Investments 4: Bond Basics" (PDF)

 

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

 

Video

NOTE: Information for this chapter is included as part of the video used in the chapter on Investments 1: Before You Invest.

 

Assignments

Here are the assignments for "Investments 4: Bond Basics"

 

Tools

The following learning tools may be helpful with this chapter:

Possible Benchmarks for Investment Plans

Return Simulation for Asset Classes

After-Tax, Equivalent Taxable Yield, and After-Inflation Returns

Expected Return Simulation and Benchmarks

 

Additional Materials