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Textbook Notes for Management and Organizational Studies 2277A/B at Western University (UWO)

WESTERNMOS 2277A/BBarry HawnFall

Management and Organizational Studies 2277A/B Chapter 10: Chapter 10

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Should always consider paying off existing loans before investing. Several different types of savings available: like: term deposits, gics, savings bon
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WESTERNMOS 2277A/BBarry HawnFall

Management and Organizational Studies 2277A/B Chapter Notes - Chapter 15: Probate Court, Holograph, Inter Vivos

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Estate = assets of a deceased after all debts paid, is distributed according to will. Estate planning = act of planning how your wealth will be allocat
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WESTERNMOS 2277A/BBarry HawnFall

Management and Organizational Studies 2277A/B Chapter Notes - Chapter 14: Money Market Fund, Autopilot, Canada Pension Plan

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Oas = federal program funded by income tax and other tax revenues, make payments upon your retirement. Together can be thought of as the foundation of
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WESTERNMOS 2277A/BBarry HawnFall

Management and Organizational Studies 2277A/B Chapter 1-9: 2277 Textbook Notes

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Chapter 1 overview of a financial plan. Personal finance (personal financial planning): process of planning your spending, financing, and investing. 1
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WESTERNMOS 2277A/BBarry HawnFall

Management and Organizational Studies 2277A/B Chapter Notes - Chapter 13: Net Asset Value, Money Market Fund, Mutual Fund

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As an individual investor, most common to come across are mutual funds, exchange- traded funds (etf), and segregated funds. Provide diversification, ec
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WESTERNMOS 2277A/BBarry HawnFall

Management and Organizational Studies 2277A/B Chapter 11: Chapter 11

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Cad stocks are traded on two markets: tsx and tsx venture exchange: tsx: where senior equities are traded, tsx venture: serves the public venture capit
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WESTERNMOS 2277A/BBarry HawnFall

Management and Organizational Studies 2277A/B Chapter Notes - Chapter 12: Reinvestment Risk, Callable Bond, Ordinary Income

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WESTERNMOS 2277A/BBarry HawnWinter

Management and Organizational Studies 2277A/B Chapter Notes - Chapter 15: Estate Planning, Testator, Decision-Making

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A legal document that describe how your estate should be distributed upon your death: people who make wills are known as. A female executor is called a
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WESTERNMOS 2277A/BBarry HawnWinter

Management and Organizational Studies 2277A/B Chapter Notes - Chapter 13: Investment Fund, Mutual Fund, Investment

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WESTERNMOS 2277A/BBarry HawnFall

Management and Organizational Studies 2277A/B Chapter Notes - Chapter 2: Interest, Cash Flow, Investment

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The importance of the time value of money. Ch 2: applying time value concepts is especially important for estimating how your money may grow. P = princ
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WESTERNMOS 2277A/BBarry HawnWinter

Management and Organizational Studies 2277A/B Chapter 11: Investing in Stocks

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Investing in stocks: stock exchange, stock exchanges: facilities that allow investors to purchase and sell existing stocks. You are trading for the pri
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WESTERNMOS 2277A/BBarry HawnFall

Management and Organizational Studies 2277A/B Chapter Notes - Chapter 3: Cash Flow Statement, Cash Flow, Financial Statement

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Personal cash flow statement as mentioned before, budgeting is the process of forecasting future income, expenses, and savings. Main source is salary,
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