Something you want to do in the future

Something you want to do in the near future

Something you want to do today

Something you want to do this week

The possibility of loss or losing part of the investment's value

The guarantee of earning profits

The chance of doubling the investment

The chance of winning a lottery

Money not spent

Investing money in stocks

Borrowing money from others

Donating money to charity

Something you want to do in the near future

Something you want to do in the future

Something you want to do today

Something you want to do this week

The name a company gives a product or service

The name of a company's CEO

The name of a company's stock symbol

The name of a company's headquarters

A business formed to manufacture or supply products or services for profit

A group of people who invest in stocks

A government organization

A non-profit organization

A company that is privately owned by a group of people

A company that is publicly traded on the stock market

A company that is owned by the government

A company that is not involved in business activities

An item sold by a company

A company's annual report

A company's stock price

A company's marketing strategy

A company whose shares can be purchased

A company that is privately owned

A company that is not involved in business activities

A company that is owned by the government

A plan designed to help achieve investment goals

A plan to save money for short-term goals

A plan to spend money on unnecessary items

A plan to take high risks for quick profits

Price-to-Earnings Ratio

Profit-to-Expense Ratio

Percentage-to-Expense Ratio

Price-to-Expense Ratio

Volatility as compared to the overall stock market

The total value of a company's outstanding shares of stock

The highest and lowest price of a stock over a 52-week period

The rate a mutual fund replaces its assets annually

A measure of how much risk you are willing to take

A measure of how much money you are willing to invest

A measure of how much profit you expect to earn

A measure of how much time you have to invest

A risk management strategy in which you spread your investment dollars among different securities, sectors, and industries

A strategy to invest all your money in a single stock

A strategy to invest in high-risk assets only

A strategy to invest in a single sector or industry

• is having strategies that help mitigate risks associated with your investments. 

• is a measure of how much risk you are willing to take. It is based on several factors including age, time horizon, lifestyle, and personality.  

• is a broad group of stocks often in the same industry.  

• is the highest price and the lowest price of the stock over a 52 week period (year).  

• is a more specific group of companies producing similar products or services.  

When you buy something with the expectation that it will earn you money over  time.

The name a company gives a product it makes or a service it provides.

An item sold by a company.

• A plan designed to help you achieve your investment goals which depends on factors including risk tolerance and values (sustainable investing).  

changes in a specific sector or in the economy.

• is a risk management strategy in which you spread your investment dollars among different securities, sectors, and industries.  

• is a measure of a company’s stock price relative to its earnings.  

• is an IOU for a loan you’ve made to an institution like the government or a corporation. when the government or a corporation borrows money from you they do so for a certain period of time at a certain rate of interest.

• is the rate a mutual fund replaces its assets annually (yearly). 

measures volatility (rapid or unexpected changes)

is the total value of the mutual fund’s assets.

is a group of investments that share similar characteristics, are subject to the same regulations, and often behave the same in the market.

•  is a measure of a company’s stock price relative to its earnings.  

• When you buy something with the expectation that it will earn you money over  time.  

• is the total dollar value of a company’s outstanding  shares of stock. 

an investment that pools money from many investors and invests in a  diversified portfolio of stocks, bonds, and other securities.

• how much it costs to maintain the fund in proportion to the value of the mutual fund. Costs can include management fees.  

• is the rate a mutual fund replaces its assets annually (yearly). 

• is an IOU for a loan you’ve made to an institution like the government or a corporation. when the government or a corporation borrows money from you they do so for a certain period of time at a certain rate of interest.

represents the value of one share of the mutual fund (similar to a  price quote for a stock share).

• is the total value of the mutual fund’s assets. 

• is how much it costs to maintain the fund in proportion to the value of the mutual fund. Costs can include management fees.  

• is the profits that remain after subtracting a company’s expenses from its revenue (money collected for product/service).

represents the value of one share of the mutual fund (similar to a  price quote for a stock share).

is the total value of the mutual fund’s assets.

is how much it costs to maintain the fund in proportion to the value of the mutual fund. Costs can include management fees.

• s the rate a mutual fund replaces its assets annually (yearly). 

is the total value of the mutual fund’s assets.

Return is the percentage increase or decrease in value for one share since the beginning of the calendar year.

•  is the amount of time before invested funds need to be liquidated.  

•  is a measure of a company’s stock price relative to its earnings.  

is how much it costs to maintain the fund in proportion to the value of the mutual fund. Costs can include management fees.

• is the rate a mutual fund replaces its assets annually (yearly). 

• represents the value of one share of the mutual fund (similar to a  price quote for a stock share).  

is the total value of the mutual fund’s assets.

is a risk management strategy in which you spread your investment dollars among different securities, sectors, and industries.

is an investment strategy that balances risk and reward by spreading your  investment across asset classes based on your financial goals, risk tolerance, and time horizon.

• is a group of investments that share similar characteristics, are subject to the same regulations, and often behave the same in the market. 

• is the rate a mutual fund replaces its assets annually (yearly). 

• is published once a quarter (4x a year) for investors.  

changes in a specific sector or in the economy.

assessing a company’s financial history and earnings, as well as   analyzing outside factors (demand, news/current events, etc.) to determine if it is a good   investment.

• is a risk management strategy in which you spread your investment dollars among different securities, sectors, and industries.  

is the total dollar value of a company’s outstanding  shares of stock.

• is a measure of a company’s stock price relative to its earnings.  

Money not spent (examples: allowance, birthday present, part-time job, or other source in a piggy bank or bank account).

• is the profits that remain after subtracting a company’s expenses from its revenue (money collected for product/service).

• is the profits that remain after subtracting a company’s expenses from its revenue (money collected for product/service).

• is published once a quarter (4x a year) for investors.  

• is assessing a company’s financial history and earnings, as well as   analyzing outside factors (demand, news/current events, etc.) to determine if it is a good   investment.  

Return is the percentage increase or decrease in value for one share since the beginning of the calendar year.

• is a group of investments that share similar characteristics, are subject to the same regulations, and often behave the same in the market. 

• is an investment that pools money from many investors and invests in a  diversified portfolio of stocks, bonds, and other securities. 

• is an IOU for a loan you’ve made to an institution like the government or a corporation. when the government or a corporation borrows money from you they do so for a certain period of time at a certain rate of interest.

When you buy something with the expectation that it will earn you money over time.

is an investment strategy that balances risk and reward by spreading your  investment across asset classes based on your financial goals, risk tolerance, and time horizon

is a group of investments that share similar characteristics, are subject to the same regulations, and often behave the same in the market.

• are issued by state and local governments. General obligation bonds are backed by the full faith and credit of the issuer, and revenue bonds by the income generated by the  particular project being financed.   

When you buy something with the expectation that it will earn you money over time. 

is an investment that pools money from many investors and invests in a  diversified portfolio of stocks, bonds, and other securities.

• are issued by state and local governments. General obligation bonds are backed by the full faith and credit of the issuer, and revenue bonds by the income generated by the  particular project being financed.   

• When the U.S. government spends more than it collects in taxes and other revenues, it issues Treasury notes, bills, and bonds to borrow the money to pay the difference. Treasury Bonds have the longest term or period of time before the loan must be repaid (10 years or more). 

is the profits that remain after subtracting a company’s expenses from its revenue (money collected for product/service).

• When the U.S. government spends more than it collects in taxes and other revenues, it issues Treasury notes, bills, and bonds to borrow the money to pay the difference. Treasury Bonds have the longest term or period of time before the loan must be repaid (10 years or more). 

• are issued by state and local governments. General obligation bonds are backed by the full faith and credit of the issuer, and revenue bonds by the income generated by the  particular project being financed.   

• U.S. issued bonds that have the shortest maturity date (less than two years).  

• is a group of investments that share similar characteristics, are subject to the same regulations, and often behave the same in the market. 

 is assessing a company’s financial history and earnings, as well as   analyzing outside factors (demand, news/current events, etc.) to determine if it is a good   investment.

• is a group of investments that share similar characteristics, are subject to the same regulations, and often behave the same in the market. 

• represents the value of one share of the mutual fund (similar to a  price quote for a stock share). 

• provides information on what a company does, its financial performance,  as well as its plan for the future.  

is a group of investments that share similar characteristics, are subject to the same regulations, and often behave the same in the market.

is an investment strategy that balances risk and reward by spreading your  investment across asset classes based on your financial goals, risk tolerance, and time horizon.

• is the profits that remain after subtracting a company’s expenses from its revenue (money collected for product/service).

represents the value of one share of the mutual fund (similar to a  price quote for a stock share). 

• is the day the bond issuer must pay the bond’s face/par value back to the lender

determines the amount of the coupon payment

is the issued (loan) amount.

is a loan made by an issuer (borrower) to a lender (investor).

• A plan designed to help you achieve your investment goals which depends on factors including risk tolerance and values (sustainable investing).  

• is the total earnings (profit) after all expenses and taxes are paid. 

• provides information on what a company does, its financial performance,  as well as its plan for the future.  

• is assessing a company’s financial history and earnings, as well as   analyzing outside factors (demand, news/current events, etc.) to determine if it is a good   investment.  

•  is the amount of time before invested funds need to be liquidated.  

measures volatility (rapid or unexpected change) as compared to the overall stock market.

reports changes in a specific sector or in the economy.

• is the highest price and the lowest price of the stock over a 52 week period (year)

• is the total earnings (profit) after all expenses and taxes are paid. 

is the total money collected for a product or service.

• is an IOU for a loan you’ve made to an institution like the government or a corporation. when the government or a corporation borrows money from you they do so for a certain period of time at a certain rate of interest.

Tells you how much each share of stock is worth

is the total value of the mutual fund’s assets.

 is the money collected for a product or service.

• is the total earnings (profit) after all expenses and taxes are paid. 

• is how much it costs to maintain the fund in proportion to the value of the mutual fund. Costs can include management fees.