Investing WORKSHEET 2

Investing Worksheet 2: Applying risk, inflation, and investment decisions

Help students apply real-world investing concepts with this practical worksheet from the Investing book in the Marshmallow Money series.

This second worksheet challenges learners to apply investing concepts in realistic scenarios involving risk, inflation, time horizon, market volatility, and emotional decision-making. Through case studies, comparisons, and reflective questions, students begin to think like long-term investors.

Students will explore:

• The relationship between risk and potential return
• How inflation affects purchasing power
• What “real return” means
• Why time horizon matters when investing
• Emotional reactions to market ups and downs
• How goals, risk tolerance, and personal circumstances influence investment choices

Includes:

• Student scenarios and applied decision-making activities
• Teacher solutions and assessment guidance
• Ideal for classroom learning, economics, business, financial literacy, or homeschool use

Designed to be used alongside Investing from the Marshmallow Money book series.

Format: Digital PDF download