NEW
Font size
WorksheetsInvestment & Retirement
Total questions: 17
Worksheet time: 9mins
The issuer of a bond is:
the lender
the borrower
a stock security
a quality bond rating
Bond prices move at an inverse relationship to:
interest rates
the maturity date
the bond issuer
the economy
One unappealing aspect of bonds for investors is:
the bond rating
the risk of default
the maturity date
the secondary market
A type of security that represents equity ownership in a company, and includes voting rights, is called:
common stock
a government bond
preferred stock
a zero-coupon bond
Companies sell common stock to investors to raise money in order to:
pay interest
pay dividends
issue shares
fund its operations
The NYSE and Nasdaq are examples of:
maturity dates
bond ratings
bond portfolios
stock exchanges
When a company earns a profit a decides to distribute some of the profits to stockholders, they are paying:
interest
a dividend
a coupon
a par value
Which investment is generally considered to be more volatile and risky?
bonds
preferred stock
CD
common stock
Darrell wanted to start investing money monthly but wanted to manage his risk by investing in many assets, versus just one. Darrell's investment strategy includes:
diversification
a prospectus
an online broker
research
A professionally managed pool of investments including stocks and bonds and other assets is called:
a mutual fund
a government bond
a treasury bond
an online brokerage account
A 401(k) is also called:
a pension plan
a defined benefit plan
social security
a defined contribution plan
A pension plan is also called:
a defined contribution plan
a defined benefit plan
social security
a 401(k) plan
Creating a plan for retirement to meet desired future income goals, and allocating and investing the financial resources necessary to achieve the plan is called:
retirement planning
asset allocation
a defined benefit plan
vesting
What type of retirement plan will some employers contribute matching funds towards?
a pension plan
a deferred compensation plan
a 401(k) plan
a bonus plan
A source of income provided by the federal government when you retire, primarily based on your total earnings throughout your career and your age when you start receiving benefit payments, is called:
social security
retirement planning
a 401(k)
asset allocation
What is a vesting period?
the period of time it takes for shares in an employer retirement plan to be owned fully by the employee
the period of time you have been investing for
the period of time you hold a stock before selling it
the period of time it takes a brokerage firm to complete a trade
Interest-bearing securities, also called fixed-income securities, where the investor is the lender, and the borrower is usually a corporation or government, are called:
bonds
stocks
coupon
equity
