Sunday, November 15, 2015

November 16 - 20: Financial Mathematics

This week we will be finishing up our unit on Financial Mathematics.  We will discuss paying ahead on your amortized loan payments on Monday.  Our exam over this unit will be on Friday and we will review on Wednesday.  Please make sure that you print off the review and work on it before class on Wednesday so that we can maximize our time together in class to make sure that all of your questions are answered before the exam.

For this week's blog, instead of doing the five fill-in-the-blanks, please choose one of the prompts below to write 5-6 paragraphs responding to the prompt.  The blog will be due by Sunday, November 29.

1. Research Adjustable Rate Mortgages (ARMS).  What is an ARM?  How can they vary?  Explain what is meant by a) the index; b) the margin; c) No-Doc/Low-Doc loans; d) interest rate caps; e) periodic adjustment caps; f) lifetime caps; g) payment caps; and h) types of ARMS.  Discuss several cautions related to ARMS.  How did ARMS contribute to the housing crisis?  The following site is a good resource: http://files.consumerfinance.gov/f/201204_CFPB_ARMs-brochure.pdf

2. Determine the average salary for someone in the career you hope to have after graduation.  Based on this salary, how expensive a house could you afford to purchase?  Locate 2 house listings in an area that you would like to live in using Zillow.com, trulia.com, or realtor.com.  For each of these houses, describe the listing and sale price, assume that you will make a 20% down payment, and locate a current loan rate for a 30 year mortgage.  How much would your monthly payment be for each house?  Create an amortization schedule for the first four months of payments for each house.  Using the mortgage calculator at bankrate.com, investigate ways that you could shorten the length of your mortgage by making additional monthly payments, yearly payments or one-time payments.  Report on your findings.





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