COMM 273 - Personal Finance

A survey of contemporary wealth-enhancing strategies, such as best borrowing practices; investment alternatives for short-, medium- and long-term goals; and tax and timing considerations required in the general design of an investment portfolio throughout the individual’s life cycle. Guidelines are reviewed for insurance coverage and best investment management of stocks, bonds, and mutual funds. Current tax-deferred savings opportunities, such as 401(k)s and IRAs, are explored. (S)

Prerequisites & Notes
Prerequisite: Non-Commerce students.

Credits: 3