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Investment Management

Investment Management

INTELLIGENT INVESTING FOR RETIREES

You've built your nest egg. Your retirement years have arrived and it's critical your capital allocation plan allows you peace of mind. Intelligent Investing... is devoted to maximizing your retirement income, keeping pace with inflation, minimizing investment fees, and doing it safely.

Learn proven techniques for protecting (while growing) your money, regardless of market fluctuation. Most financial advisors can only make you money when the market is bullish. Remember 2000 and 2008 when typical investors lost 30-50% of their investment accounts? During market corrections, you can be prepared and protected.

Host Steven Sitkowski is a 40-year veteran in financial services and education. A former stockbroker, Registered Investment Advisor, and Certified Financial Planner, Mr. Sitkowski has lectured to over one million people about taking control of their investments.

Learn to intelligently build a dividend-rich stock portfolio, how to enjoy the high yields and growth potential of REITS, how to create an income stream using options, how to protect against a market crash, and much more. Don't make Wall Street richer. Keep more of your hard earned investment dollars.

2 DVDs / 2016 / 187 minutes

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ACCOUNTING & FINANCE CLIPS 4: CASH FLOW & WORKING CAPITAL

CLIP 1: CASH FLOW: TOSSED'S GAMBLE (11 mins)
A new salad bar chain is chasing growth - but will it run out of cash? Tossed is the baby of twenty-something entrepreneur Vincent McKevitt who aims to make big money out of healthy eating. The business is successful, but if he tries to grow it too quickly, he risks running out of money. We eavesdrop on a critical meeting with his business advisor.

CLIP 2: CASH FLOW: WHY CASH IS KING (5 mins)
Cash flow isn't about how much money you're making - it's about when you get paid for your wares and when you have to pay your bills. Businesses which invoice customers for goods have to wait to be paid, retailers generally don't - a critical issue in cash flow. The clip explains in detail how you construct a cash flow forecast - and the critical importance of predicting the maximum cash deficit. Get the figures wrong and the business may go bust!

CLIP 3: WORKING CAPITAL (7 mins)
Working capital is like oil to a company's engine - without it, the engine seizes up and the business may go under. This clip explains what working capital is and how it's different from cash in the bank. It also examines how companies can maximise their working capital - for example, by chasing up slow payers.

CLIP 4: THE DIFFERENCE BETWEEN CASH & PROFIT (8 mins)
Spare cash and profit may seem like the same thing, but in fact they're very different. The Tin Drum cafe bar has lots of cash coming in but is in fact heading for financial disaster. The Press Red interactive TV service is profitable on paper - but is short on cash because it can't get its customers to pay up. In the long term businesses chase profits, but in the short term cash is king.

DVD / 2011 / 31 minutes

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ACCOUNTING & FINANCE CLIPS 5: INVESTMENT DECISIONS & CONTRIBUTION

CLIP 1: WHAT IS INVESTMENT APPRAISAL? (7 mins)
Among the most critical decisions companies have to make are investment decisions - whether buying new machinery or taking over another company. This clip examines the different investment appraisal techniques companies use to help them make those decisions. Payback, profit, and opportunity cost are all important factors companies consider - but the figures rarely tell the whole story.

CLIP 2: INVESTMENT DECISIONS AT ACME WHISTLES (5 mins)
British manufacturer Acme Whistles prides itself on a cautious approach to spending and borrows as little money as possible. So how does it decide on whether investing in a new piece of machinery is worth it? It's not enough for the machine to work more efficiently - how will it benefit the business?

CLIP 3: CONTRIBUTION: WHAT DOES IT MEAN? (10 mins)
A business may make a wide range of products. But how does it work out which products are making the biggest (or smallest) contribution to its profits? This process involves calculating variable and fixed costs - and this can be used to work out the contribution of individual shops and departments, too. But in the real world these calculations are never easy.

CLIP 4: CASE STUDIES IN CONTRIBUTION (6 mins)
How does calculating contribution help decision-making in a business? The clip presents the examples - the viewer is invited to consider the pros and cons. A print shop has to decide whether a job is worth taking on even though it's below its normal rates. Should a computer business axe its internet cafe because it isn't making a profit - or keep the cafe going because of its knock-on benefits to the rest of the business?

DVD / 2011 / 28 minutes

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ACCOUNTING & FINANCE CLIPS 6: COSTS & PROFIT

Clips explain and illustrate costs and profit using a variety of case study examples.

CLIP 1: COSTS: AN INTRODUCTION (8 mins)
Vital to commercial success is how well businesses control their costs. These come in two basic types: direct and indirect. But in the real world classifying costs is rarely clear-cut. Manufacturer Blakeway Ltd divides its company up into cost and profit centres to help it monitor how different parts of its business are performing financially. But there's disagreement inside the company about how to act on the figures.

CLIP 2: COSTS & WORKING CAPITAL AT ACME WHISTLES (7 mins)
Acme Whistles in Birmingham has been manufacturing products for 130 years. Much has changed at Acme in that time - but covering its costs, both fixed and variable, remains a priority. Making sales doesn't mean cash in hand. They have to wait to be paid and they need money to keep going in the mean time - working capital. There are hidden costs, too - such as depreciation.

CLIP 3: PROFIT: WHAT IS IT? (8 mins)
Successful businesses devote themselves to making profit - but what is profit and how do you calculate it? Why is working out the cost of sales so important and what's meant by matching? What's the difference between gross profit, operating profit and the "bottom line"? This clip clearly explains the calculations and why they're relevant to business.

CLIP 4: HOW DO WE USE PROFIT? (5 mins)
How does a business decide what to do with its profit? Harry and Bee Payne, owners of small computer company Logical Friends, plough their profits back into the business. But Blakeway Ltd, a much bigger operation, has to give part of its profits to its outside shareholders as a return on their investment. Is this in the long-term interests of the business? And what about profit quality? Was Logical Friends decision to invest its money in houses a good idea?

DVD / 2011 / 28 minutes

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BIZ KID$ 11 - DON'T BLOW YOUR DOUGH

Biz Kids Beware. Protect the money you already have by putting it in a safe place. Beware of scams and schemers. You'll discover ways to avoid the growing problem of identity theft. Meet with Washington State's Attorney General Rob McKenna and the Better Business Bureau. You'll also see young people who did blow their dough, and find out what that experience has taught them.

DVD (Closed Captioned) / 2011 / (Intermediate, High School) / 28 minutes

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BIZ KID$ 30 - FINANCIAL INSTITUTIONS - ALL THE SAME?

Not all financial institutions are created equal - so which one's right for you? Learn about the services offered by different institutions including banks, credit unions, investment houses, stock exchanges, payday loan companies, and more. Visit New York City to see how fashion and finance mix, and meet a hospital guild started by four teens to raise money for cancer research.

DVD (Closed Captioned) / 2011 / (Intermediate, High School) / 28 minutes

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FINANCIAL LITERACY: INVESTING

In this lesson, students will learn the basics of investing. Various types of investment accounts are identified including certificates of deposit, stocks, bonds and mutual funds. Financial Literacy: Investing will teach students how investing builds wealth and helps one meet their financial goals. The DVD also discusses the benefits of a diversified investment portfolio, while also explaining why games of chance are not good investments for which to build wealth.

DVD / 2011 / 36 minutes

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FINANCIAL LITERACY: SAVINGS, LOANS & INVESTMENTS

Financial Literacy: Savings, Loans and Investments will give students the basic foundation for understanding everything necessary to save and invest wisely. From learning the basics of savings to the basics of homeownership, students will be able to explain how investing builds wealth and helps meet financial goals, as well as evaluate investment alternatives. The DVD also discusses the basic types of cost of loans, in addition to credit ratings and how they are figured to give students an understanding of factors considered when investing or applying for a mortgage or other types of loans.

DVD / 2011 / 35 minutes

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PERSONAL FINANCE ESSENTIALS: FINANCIAL LITERACY FOR YOUNG EARNERS - BUDGETING AND FINANCIAL DECISION-MAKING

This program gives students a solid grounding in a variety of real-life money matters: it provides financial decision-making methods, advises on consumer concerns such as buying versus renting, outlines insurance types and terminology, and discusses the financial scams that students are most likely to encounter. Reviewing the critical concepts of impulse buying and opportunity cost, the video also demonstrates how to set goals and create a budget based on the 50/30/20 plan. Highlights include graphical breakdowns of the PMI and PACED decision-making methods, maintaining wireless Internet security to avoid identity theft, and a realistic way to choose when faced with a not-so-simple yes-or-no financial decision.

DVD / 2011 / 38 minutes

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PERSONAL FINANCE ESSENTIALS: FINANCIAL LITERACY FOR YOUNG EARNERS - SAVING AND INVESTING

Stocks and bonds, money market and mutual funds, IRAs and Roth IRAs, CDs and annuities, and good-old-fashioned passbook accounts-this program helps students make sense of the many ways to save and invest money. With input from financial experts about the risks and rewards of each, the video defines terms viewers may have heard but not understood, such as compound interest, capital gains and losses, the NASDAQ and the Dow, market risk, inflation, and dividends. Smart, clear graphics help explain how the stock market works, the four types of bonds, saving for retirement, and the value of diversifying. Highlights include opening a brokerage account, the best time to buy and sell stocks, and investing in a college degree.

DVD / 2011 / 33 minutes

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BIZ KID$ 10 - HOW TO ACHIEVE YOUR FINANCIAL GOALS

Join us and you'll learn to track your expenses, get control of your spending, and invest what's left over to reach your financial goals. You'll see the importance of starting young, while time is on your side. Meet some high school entrepreneurs who started a sports business.

DVD (Closed Captioned) / 2010 / (Intermediate, High School) / 28 minutes

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BIZ KID$ 18 - SAVING AND INVESTING FOR YOUR FUTURE

You'll learn along with the Biz Kids about the powerful potential of starting a savings plan early in life. You'll also discover various savings and investing options available to young people. As always, you'll meet individuals who are successful at saving and at their businesses.

DVD (Closed Captioned) / 2010 / (Intermediate, High School) / 28 minutes

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BIZ KID$ 21 - BULLS, BEARS, AND FINANCIAL MARKETS

Kids and bulls and bears, oh my! The Biz Kids examine stocks, bonds, commodities, and the markets where each of them are traded. You will discover various ways young people can get involved with the transactions, aim for profit, and avoid risk. Meet some successful entrepreneurs along the way.

DVD (Closed Captioned) / 2010 / (Intermediate, High School) / 28 minutes

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HOUSE OF CARDS: AMERICA'S MORTGAGE MELTDOWN

What better way to understand a financial disaster than to meet the kind of people who created it? This CNBC Original documentary investigates the origins of the global economic crisis through eyewitness accounts from mortgage brokers, investment bankers, naive home buyers, and equally naive investors-as well as former Federal Reserve chairman Alan Greenspan, who encouraged shifts away from traditional lending during the early and mid-2000s. Viewers encounter ex-CEOs of companies that targeted subprime borrowers, credit rating officials who enthusiastically widened the definition of the AAA rating, and a hedge fund manager who profited from the housing crash by investing in credit protection.

DVD / 2009 / 90 minutes

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SCAM OF THE CENTURY? BERNIE MADOFF AND THE $50 BILLION HEIST

How did fraudulent investment manager Bernard Madoff get away with such an enormous scam for so many years? This program examines the bizarre details of Madoff's operation while exploring his motives and mind-set. Interviews feature expert guests and key players affected by the scandal, including publisher and investor Mort Zuckerman; Forbes editor Robert Lenzner; financial journalist Michael Ocrant, who confronted Madoff in 2001; and investor advocate Jacob Zamansky. Ordinary investors drawn into the Madoff scheme also share their stories. For insight into Madoff's criminal mind, the program offers profiles of fraud pioneer Charles Ponzi and student-turned-con artist Hakan Yalincak.

DVD / 2009 / 44 minutes

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BUSINESS PROFILES: MARK RITZI WITH HORIZON BANK

An interview with Mark Ritzi, Horizon Bank

Personal finance and how people spend, save, and invest their money is based on individual beliefs and knowledge and can have a profound impact on future finances. It is important from an early age to start thinking about your credit because if you develop bad credit in your twenties, it is really hard to get out of it. There is a higher rate of student loans and consumer spending by students today, and at graduation time, they are graduating with a lot of debt and loans. The best way to manage those loans is to go to a credit counselor at your bank to help you consolidate them into one manageable payment.

DVD / 2007 / (Grades 9-12, College, Adult) / Approx. 7 minutes

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CAPITAL INVESTMENTS

Featuring Hard Rock International

In 1971, Hard Rock Cafe began as a single London restaurant. Today, Hard Rock International is a global phenomenon with 121 high energy hard Rock Cafes, 11 hotels and casinos, and two stand-alone casinos in more than 41 different countries. Financing all this growth requires high levels of capital investment. So Hard Rock International uses disciplined capital investment decision-making to manage its investments wisely.

DVD / 2007 / (Grades 9-12, College, Adult) / Approx. 7 minutes

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INVESTING THROUGH SECURITIES MARKETS

Featuring AG Edwards

In the United States, we are not doing a good job of investing in our future. According to the Department of Commerce, in 2005 the personal savings rate was -.5%. This is down from a high of 12.5% in 1981, and is one of the lowest savings rates in the industrialized world. In comparison, savings rates are 10.6% in Germany, 11.6% in France, and 6.7% in Japan. Investment brokerage firm AG Edwards launched the nest egg index, and in 2006, launched the nest egg score.

DVD / 2007 / (Grades 9-12, College, Adult) / Approx. 7 minutes

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BUSINESS DYNAMICS: FINANCE - PORTFOLIO MANAGEMENT

During the 1990's, tech stocks became hot properties that no investor wanted to pass up. But the inevitable downward slide seriously damaged investors who did not diversify their portfolios. Portfolio management is the key to protecting your assets as an investor. A balance portfolio protects the investor by diversifying risk. The underlying principle for risk and return is that investments with higher returns carry higher risks. The tech stock crash provided a good lesson for investors: portfolio management.

DVD / 2002 / (Grades 9-12, College, Adult) / 15 minutes

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BIZ KID$ 48 - WHAT'S UP WITH THE STOCK MARKET?

Have you ever tried to read the financial pages in the newspaper or understand the bottom of the TV screen financial ticker? It's almost like reading the sports page with its own set of stats. Biz Kid$ takes us through the language of the stock market, as we meet several young investors such as a visually-impaired painter, and two students who played the SIFMA Stock Market Game.

DVD (Closed Captioned) / (Intermediate, High School) / 28 minutes

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BIZ KID$ 50 - HOW TO MAKE A MILLION BUCKS!

It is possible! If you start early and save consistently, you'll take advantage of the power of compound interest. You can make a million by working hard, spending less than you earn, and by saving, saving, saving. Met a 16-year old with a fashion recycle business, and a track start saving his way to college with a button business.

DVD (Closed Captioned) / (Intermediate, High School) / 28 minutes

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BIZ KID$ 62 - FUNDRAISING CAN BE FUN

Have a worthy cause? Then do a worthy fundraiser. This episode shows how to organize volunteers, choose the right venue, get the word out, and keep expenses low. Learn the right way to do the right thing.

DVD (Closed Captioned) / (Intermediate, High School) / 28 minutes

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REAL ESTATE & INVESTMENT STRATEGIES

This presentation discusses different choices one has when investing in real estate. It covers both direct and indirect investments along with REITs and collectables. Strategic investments and profitable choices are presented along with an understanding of appreciation of value. In addition, the five worst investments are compared with good investments.

CD-ROM (Win, PowerPoint Presentation (37 slides)) /

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UNDERSTANDING INVESTMENTS

Taught By Professor Connel Fullenkamp, Ph.D.

Understanding Investments helps you do just that. In 24 lectures, it introduces the fundamentals of investing to those new to the subject while broadening and deepening the knowledge of more experienced investors. Taught by Professor Connel Fullenkamp, an award-winning educator from Duke University who regularly consults in the world of international finance, these lectures clearly explain the various kinds of financial markets, the different kinds of investments available to you, and the pros and cons of each. Even more important: The course shows you how to evaluate each of these in terms of your own financial situation.

4 DVDs (With Course Guidebook) / 720 minutes

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