Investing review

1. A tax deferred retirement investment fund for employees of for profit companies.

• 401(k)
• 403b
• 457
• 402(a)

As you get older your investments should get . . .

• more speculative
• more conservative
• more risky
• age does not matter

The RULE OF 72 is used in calculating the...

• interest an investor needs to reach a goal.

• age of money.

• time or interest needed to double an investment.

• fluctuations of the stock market.

The ability to turn an asset into cash is called...

• Liquidity

• Criteria

• A Risk Factor

• Asset Management

The ability to turn an asset into cash is called...

• Liquidity

• Criteria

• A Risk Factor

• Asset Management

What is inflation?

• The general rise in prices
• The uncertainty the return on an investment will deviate from what is expected
• The number of times something happens to money
• The projected value of an ivestment at the end of a specified time frame

Which of the following is the least liquid investment option?

• Savings Account

• Stock

• Money Market Account

• Real Estate

Spreading your investments around to inrease financial security

• Risk assessment
• Diversification
• Stocks, bonds & cash
• Liquidity trap

Professionally managed, diversified investment that pools resources of many investors

• Treasury bonds
• Stock index
• Mutual fund
• Saving account

Investment taken out of gross income (before taxes) or growing w/o taxes

• Stock
• Bond
• Tax-obligated 
• Tax-deferred