WorksheetsInvesting Vocab Quiz
Total questions: 45
Worksheet time: 29mins
The interest calculated on both the principal and the accrued interest.
Simple Interest
Compound interest
IRA
Rule of 72
The amount of time it takes for money to double in value when invested.
Rule of 2
Maturity date
Rule of 72
Expenditure rate
The chance you take when you invest.
Risk
Interest
loss
growth
Saving accounts can be easily converted to spendable money so it is...
Mutual funds
high growth rate
Liquidity
solidity
401K is a work-sponsored...
IRA
Retirement plan
Government bond
investment into your work stock
Taking a certain amount of money you earn monthly and putting it into saving, as a discipline
rule of 72
pay yourself first rule
being an adult
rule of return
A pool of money invested by professions into a group of stocks. WIth medium risk
High end stocks
mutual finds
savings account
IRA
Shares in a company a part ownership in a specific company.
Stocks
bonds
certificates
asset
An account for unexpected expenses: such as car break down, surgery, the new roof needed on the home.
investments
emergency fund
rations
quick loans
a self-funded retirement plan that allows you to contribute a limited yearly sum toward your retirement
IRA
bonds
401K
IST
Something you own of value
Asset
Goals
liability
debt
Which is a reason to set financial goals?
to buy a home
eduction
retirement
vacation
All of the above
The amount of money you gain from an investment.
Capital Loss
Doubled up
Speculative Investment
Capital Gains
The sale of an investment for less that its purchase price
Mutual Funds
Sales Withdrawal
Capital Loss
Investment deduction
The largest stock exchange in the world in terms of amount of money traded
S&P 500
NASDAQ
Dow Jones
NYSE
__________ stands for the National Association of Securities Dealers Automated Quotations.
NASDAQ
NYSE
NYC
DOW
A term referring to a category of investments
Security
Bond
Index Fund
A Bull Market is.....
an extended period of consumer confidence and optimism when stock prices rise
an extended period of uncertainty and pessimism, stock prices fall
pooling money of many different investors
a formal market where securities are bought and sold
An extended period of uncertainty and pessimism when stock prices fall is called _________________.
bull market
bear market
cow market
shark market
Owners of this earn dividends declared by the company. They can vote in the board of directors and on other matters presented at shareholder meetings.
common stock
preferred stock
mutual funds
bonds
Owners of this receive regular dividends at a set rate. In addition they have first claim on assets if a company fails. They do not have voting privileges.
common stock
preferred stock
capital gain
stockbroker
The world's largest stock exchange, physically located in New York City
New York Stock Exchange (NYSE)
S&P 500
Bull Market
Nasdaq
Growing __________ is done by investing and taking advantage of compound interest
wealth
simple interest
inflation
salary
ITEMS or PROFILES you can BUY as a way to invest
stocks, bonds, ETFs, index funds, mutual funds
403(b), 457(b), 401(k), Roth IRA, Traditional IRA, pension
Social Security
NASDAQ , New York Stock Exchange, stock brokerage firm
Type(s) of RETIREMENT investment account(s) that YOU OPEN YOURSELF
stocks, bonds, ETFs, index funds, mutual funds
403(b), 457(b), 401(k), Roth IRA, Traditional IRA, pension
Social Security
NASDAQ , New York Stock Exchange, stock brokerage firm
Type(s) of RETIREMENT investment account(s) that YOU AUTOMATICALLY CONTRIBUTE TO, whether you want to or not
stocks, bonds, ETFs, index funds, mutual funds
403(b), 457(b), 401(k), Roth IRA, Traditional IRA, pension
Social Security
NASDAQ , New York Stock Exchange, stock brokerage firm
PLACES where investing happens
stocks, bonds, ETFs, index funds, mutual funds
403(b), 457(b), 401(k), Roth IRA, Traditional IRA, pension
Social Security
NASDAQ , New York Stock Exchange, stock brokerage firm
