5 Written questions
5 Matching questions
- single stocks
- fixed annuity
- growth stock mutual fund
- a quality of an asset that permits it to be converted quickly into cash without loss of value; availability of money; when there is more liquidity, there is typically less return.
- b Securities that represent part ownership or equity in a corporation, wherein each share is a claim on its proportionate stake in the corporation's assets and profits, some of which may be paid out as dividends.
- c type of annuity that guarantees a certain rate of return; see annuity.
- d fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund.
- e a list of your investments.
5 Multiple choice questions
- relationship of substantial reward in comparison to the amount of risk taken.
- the past history of something; with investments, look at the five or ten year record.
- mutual fund that contains international or overseas companies.
- accounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charged, and interest rate paid varies among providers.
- a food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.
5 True/False questions
C.D. → debt instrument where an issuer such as a corporation, municipality or government agency owes you money; a form of I.O.U.; the issuer makes regular interest payments on the bond and promises to pay back or redeem the face value of the bond at a specified point in the future (the maturity date).
investments → account or arrangement in which one would put their money for long-term growth; should not be withdrawn for a suggested minimum of five years.
annuity → quality of an asset that permits it to be converted quickly into cash without loss of value; availability of money; when there is more liquidity, there is typically less return.
variable annuity → type of annuity that guarantees a certain rate of return; see annuity.
futures → a term used to designate all contracts covering the sale of financial instruments or physical commodities for future delivery on a commodity exchange.