Faith CoLab: Tapestry of Faith: The Wi$dom Path: An Adult Program on Money, Spirit, and Life

Handout 1: Financial Investment History Questions

Part of The Wi$dom Path

  • What words and feelings come to mind for you when you think about investments?
  • Have you heard about financial investing? From whom did you hear or learn about financial investing?
  • Are you aware of financial investments in the stock market made by your municipality, congregation, or other organization in which you potentially have a voice?
  • Have you been in a leadership position in your congregation or another organization where you needed to understand something about financial investments in the stock market? How did you learn what you needed to know?
  • Were you aware of whether people in your family of origin made financial investments? What were you told about their experiences?
  • If you have invested your money, what was the first investment you ever made? What became of it?
  • What have been the most significant financial investments in your life?
  • Have you ever made or lost a significant amount of money (significant to you) through investments? Has any organization (or municipality) to which you belong made or lost a significant amount of money through investments?
  • If you invest, what have been the most important factors in selecting your personal investments?
  • How does your level of comfort with your ability to provide for future financial needs influence your current money behavior?