COLLEGE OF ENGINEERING
INVE$TING FOR THE FUTURE
“The Four Pillars of Investing”, William Bernstein, McGraw-Hill, ISBN - 0-07-138529-0,
“The Wall Street Journal Complete Personal Finance Guidebook”, Jeff Opdyke, Three
Rivers Press, ISBN – 0-3073-3600-X, 2006.
“The Wall Street Journal Guide To Understanding Money & Investing”, Kenneth M.
Morris and Virginia B. Morris, Lightbulb Press ISBN – 0-684-86902-0, 1999.
Mr. Lengkeek – CEA Building, Room 332, (215) 204-5285
Office Hours – Monday – 12:00-1:00 and Monday - 6:50-7:30
Access to Course Web Page -
Students will obtain a fundamental understanding of the economic environment as it affects
society, their lives, investing and the different sectors of the investment continuum. One
important part of the course will be the introduction of behavioral finance as it relates to
investing and retirement. This part of the course will provide the students with insight into the
psychology of investing and retirement, and better prepare them to be successful with those
two aspects of their lives.
There are three goals of the course. The first is to introduce the students to all of the various
possible investment vehicles. That involves a number of different ways in which to invest,
from precious metals, to mutual funds, bonds, stocks, and exchange traded funds, as well as
various types of investment accounts like 401ks, IRAs, Educational Savings Accounts,
Health Savings Accounts. The second aspect of the course is to familiarize the students with
price charting of stocks, mutual funds, and markets. Students will be able to identify when
the market is in an uptrend, when it is in a downtrend and when it is in a sideways trend. The
third and final aspect of the course, is to help the students become familiar with the
computer as a tool for investment as well as providing them with a number of exercises
using the computer. For example, they will be working with price charts and will also use the
computer and Internet to research companies and obtain economic information.