FM Vocab Quiz Chp. 12

Employer sponsored retirement plan that has a special tax treatment.

• Investing

• Estate Planning

• Return on Investment

• Qualified Retirement

  Savings Plan

Security that represents part ownership or equity in a company.

• Prospectus

• Stock

• Investing

• Dividend

Preparation of tasks to manage an individuals assets after death.

• Estate Planning

• Fixed Annuity

• Will

• Liquid Asset

Relationship of expected return compared to the amount of risk taken with a given investment.

• Portfolio

• Diversification

• Risk-Return Ratio

• Variable Annuity

Annuity that offers low guaranteed rates of interest and fixed income payments in retirement.

• Risk-Return Ratio

• Fixed Annuity

• Charitable Organization

• 401k

Description of the investing strategy the mutual fund management company will use to invest your money.

• Prospectus

• Diversification

• Portfolio

• Stock Market

Organization set up to provide help and raise money.

• Stock Market

• Dividend

• Charitable Organization

• Estate Planning

The process of setting aside money to increase wealth over time.

• Investing

• Stock

• 401k

• Bear Market

When prices in a financial market are on the rise.

• Stock Market Index

• Liquid Asset

• Bear Market

• Bull Market

Total dollar market value of a company or how much a company is worth.

• Stock

• Capitalization

• Diversification

• Dividend