Unit 5 - Investing

The profit from the sale of assets such as stocks, bonds, or real estate.

• Yield

• Capital Loss

• Return

• Capital Gain

A legal declaration of a person's wishes regarding disposal of his or her estate after death.

• Beneficiary

• Probate

• Will

• Living Will

Person who is willing and able to perform the tasks involved in carrying out a will.

• Executor

• Beneficiary

• Estate Planning

• Stockholder

Investment where investors pool their money together to buy stock, bond, and other securities

• Mutual Fund

• Bond

• Common Stock

• Diversification

Spreading your assets among several different types of investments

• Will

• Risk

• Diversification

• Allocation

The potential for loss when investing

• Capital Gain

• Risk

• Return

• Capital Loss

An investment account where a person saves a portion of income for retirement. Not employer sponsored.

• Social Security

• 401k

• Mutual Fund

• IRA

A legal document in which you state if you want to be kept alive by artificial means.

• Medicare

• Living Will

• Beneficiary

• Will

A detailed plan for managing personal assets to make the most of them while you are alive/dead

• Estate Planning

• IRA

• Probate

• Will

The sale of an investment for less than its purchase price

• Net Worth

• Capital Loss

• Diversification

• Risk