Long Term Investing Exit Exam

Your ____ is your greatest asset.

• Portfolio

• Checkbook

• Mind

• Family

What are the 7 Streams of Income?

The best way to build generational wealth is through...

• Illegal activities

• Investing

• Working a job

• Savings account

The easiest way to invest is through a...

Which of the following is a custodial investment account?

• UTMA

• HYSA

• Individual Account

• IRA

Which is NOT an asset class?

• Stock

• ETF

• EV

• Commodity

What is the difference between Mutual Funds & ETFs?

• Can be traded throughout the day

• Basket of stocks

• Offers instant diversity

• Covers most of the market

This is NOT a commodity!

• Gold

• Copper

• Oranges

• Semi-conductors

Real Estate Asset Class

What was the first commodity?