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5 Written questions

5 Matching questions

  1. Bear Market
  2. Social Security is paid for with FICA
  3. Claim on income
  4. Federal Home Loan Mortgage Corporation (FHLMC)
  5. Blue-Chip Stocks
  1. a as a shareholder you have a right to any earnings of the company after all other obligations are met
  2. b known as Freddie Mac
    created in 1970 to expand the secondary market for mortgages in the U.S.
    Increases the supply of $ available for mortgage lending and increases the $available for new home purchases
  3. c stocks issued by large, well-known companies
    solid, safe investments
  4. d falling stock prices
    high unemployment
    high inflation
    touch to pick profitable stocks
  5. e 4.2% of yoru first $106,800 pays for Social Security
    1.45% of your total earnings pay for Medicare
    Equal match by your employer

5 Multiple choice questions

  1. take effect upon death
  2. money set aside annually to pay off the bonds at maturity
  3. have 3 types: equity, mortgage, hybrid
    lack liquidity of most mutual funds
  4. have a limited number of shares
    sell only the initial offering. subsequent trades are done in a secondary market, similar to the common stock market.
    purchase and selling price is determined by supply and demand
  5. total return on a bond investment
    not the same as the interest rate
    affected by bond price which may be more or less than face value

5 True/False questions

  1. Bond fundssales commissions charged to the investor when purchasing fund shares


  2. repurchase pricethe price at which open-ended schemes repurchase their units and close-ended schemes redeem their units on maturity. Such prices are NAV related


  3. Equity REITsbuy property directly
    manage the property
    investors hope the real estate appreciates in value


  4. Mid-caps$1-$5 billion in assets


  5. Treasury billsmature in 3, 6, or 12 months


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