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5 Written questions

5 Matching questions

  1. speculative
  2. annuity
  3. portfolio
  4. fixed annuity
  5. variable annuity
  1. a purchasing risky investments that present the possibility of large profits, but also pose a higher-than-average possibility of loss.
  2. b a list of your investments.
  3. c contract sold by an insurance company, designed to provide payments to the holder at specified intervals, usually after retirement; the holder is taxed at the time of distribution or withdrawal, making this a tax-deferred arrangement.
  4. d annuity that has a varying rate of return based on the mutual funds in which one has invested.
  5. e type of annuity that guarantees a certain rate of return; see annuity.

5 Multiple choice questions

  1. distribution of a portion of a company's earnings, decided by the board of directors, to a class of its shareholders; generally distributed in the form of cash or stock.
  2. fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund.
  3. mutual fund that seeks to maintain a stable share price and to earn current income by investing in interest-bearing instruments with short-term (usually 90 days or less) maturities.
  4. mutual fund that seeks to provide max. long-term capital growth from stocks of primarily smaller companies or narrow market segments; dividend income is incidental; the most volatile fund; also referred to as a small-cap fund.
  5. a term used to designate all contracts covering the sale of financial instruments or physical commodities for future delivery on a commodity exchange.

5 True/False questions

  1. riskCertificate of Deposit, usually at a bank; savings account with a slightly higher interest rate because of a longer savings commitment (i.e. six months, one year, etc.).


  2. track recordthe past history of something; with investments, look at the five or ten year record.


  3. savings accountaccounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charged, and interest rate paid varies among providers.


  4. mid-cap fundmutual fund containing a group of medium-sized companies that are growing.


  5. single stocksSecurities 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.