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5 Written questions

5 Matching questions

  1. sinking fund
  2. Basic Organization of a Will
  3. stock repurchases
  4. employee stock ownership plan
  5. Mid-caps
  1. a companies buying back their own stock. Usually done right before a merger
  2. b employer contributions are made in the form of company stock
    this form of plan is the riskiest because your retirement is dependent on the performance of the company
    this type of plan does not allow for diversification
  3. c money set aside annually to pay off the bonds at maturity
  4. d introductory statement
    payment of debt and taxes clause
    disposition of property clause
    appointment clause
    common disaster clause
    attestation and witness clause
  5. e $1-$5 billion in assets

5 Multiple choice questions

  1. invest in both properties and mortgages
    investments result in both capital appreciation and interest income
  2. try to balance objectives of long-term growth, income, and stability of the capital invested.
    invest in common stock, preferred stock, and bonds
    less volatile than stock funds
  3. where a company "splits off" sections of itself as a separate business
  4. a share in the ownership of a company
  5. common shareholders can claim their assets only after debtors and preferred stock holders have been paid. This includes bond holders.

5 True/False questions

  1. Purpose of Probate Processappoint an executor, if one is not named
    validate the will
    allow for challenges to the will
    oversee distribution of assets

          

  2. Social Security is paid for with FICAhave 3 types: equity, mortgage, hybrid
    lack liquidity of most mutual funds

          

  3. Advantages of Mutual Fundstry to balance objectives of long-term growth, income, and stability of the capital invested.
    invest in common stock, preferred stock, and bonds
    less volatile than stock funds

          

  4. beneficiariesfalling stock prices
    recession
    high unemployment
    high inflation
    touch to pick profitable stocks

          

  5. Why invest in mutual funds?Benefit the small investor diversification and reduced risk. Level the playing field between corporations and the individual investor

          

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