WorksheetsSaving and Investment Vocab Assessment
Total questions: 15
Worksheet time: 8mins
A measure of how quickly an asset can be turned into cash
diversification
liquidity
market timing
An investment that is not subject to taxation
tax deferral
inflation risk
taxation risk
tax-exempt
A debt instrument issued by a corporation or government
portfolio
stock
bond
estate
Buying and selling stocks based on what the market is expected to do
retirement
financial security
market timing
diversification
Unplanned or possible events
contingencies
bear markets
foundations
emergency funds
The chance that factors affecting an industry as a whole will affect the value of an investment
tax deferral
industry risk
inflation risk
tax-exempt
Short-term goals are those you want to accomplish in the next two to five years.
A systematic saving and investing plan is designed for growth in the long run, not for short-term results.
You should start planning for retirement when you begin your first career.
Tax deferral allows your investment to grow for years without being taxed.
Bear markets typically last longer than bull markets.
Any place where investments are bought and sold
estate
financial market
bull market
bear market
Holding a variety of investments for the purpose of reducing overall risk
investment tracking
portfolio
emergency fund
diversification
Investing the same amount of money on a regular basis
regardless of market conditions
dollar-cost averaging
investment tracking
market timing
diversification
Tax deferral allows your investment to grow for years without being taxed.
