MGT100 - Investing

Principle that the higher risk decision should generate higher financial return.

• risk - return ratio

• risk - relate ration

• run - return ratio

• financial plan

plan for obtaining and using money needed to implement an an organization's vison.

• budget

• financial plan

• accounting

• cash budget

process of spreading your money among several different types of investments to lower risk

• liquidity

• investing

• diversification

• preferred stock

Elements that should be considered when using asset allocation.

• Time

• Age

• Risk Tolerance

• Economic Outlook

fund that ppols the money of many investors and invests in a variety of securities

• stock

• bond

• Certificate of Deposit

• Mutual Fund

fund that invests in stocks/securities contained in a specific index

• mutual fund

• bond

• ETF

• stock split

all the different management fees that cost the investor for investing

• management fees

• expense ratio

• risk return ratio

• NAV

type of mutual fund used to invest in new emerging companies that don't have a lot of revenue.

• Small Cap

• Mid Cap

• Large Cap

• Global

IRA stands for

• Individual Retirement Account

• Individual Retirement Arrangement

• Individual Recognized Account

• Illegal Retirement Arrangement

Which retirement account is used with non profit organizations?

• 401k

• 403b

• 401a

• 529