WorksheetsPersonal Finance Vocab 2
Total questions: 20
Worksheet time: 10mins
A market in which prices are falling, encouraging selling.
bear market
bond
bull market
dividend
A market in which there is increased stock trading and rising stock prices.
bear market
bond
bull market
dividend
Money from the profits of a company that is paid out to its shareholders, typically on a quarterly basis
bear market
bond
bull market
dividend
A security in which the investor loans money to a company or government, which then pays regular interest to the bondholder and returns the principal on the bond's maturity date.
bear market
bond
bull market
dividend
A low-fee portfolio of stocks chosen to track or mimic a stock market index, thereby removing the human element of investing because no one is choosing the individual stocks.
individual retirement account (IRA)
inflation
investing
index fund
An investing tool for individuals to earmark funds specifically for their retirement.
individual retirement account (IRA)
inflation
investing
index fund
The rate at which the price of goods increases and consumer purchasing power decreases over time.
individual retirement account (IRA)
inflation
investing
index fund
The process of setting money aside to increase wealth over time for long-term financial goals such as retirement.
individual retirement account (IRA)
inflation
investing
index fund
A collection of stocks and/or bonds combined into one fund which will be traded as a unit, typically chosen and actively managed by an "expert" in exchange for a fee from each investor.
new york stock exchange (NYSE)
mutual fund
nasdaq
pension
The second largest stock exchange in the work behind the NYSE.
new york stock exchange (NYSE)
mutual fund
nasdaq
pension
The world's largest stock exchange, physically located in New Yok City.
new york stock exchange (NYSE)
mutual fund
nasdaq
pension
A retirement account, offered in some job sectors or companies, that an employer maintains to give an employer maintains to give an employee a fixed payout at retirement.
new york stock exchange (NYSE)
mutual fund
nasdaq
pension
An individual retirement account that allows a person to set aside after-tax income up to a specified amount each year.
security
s&p 500
roth IRA
social security
A financial asset, such as a stock or a bond, that can be bought and sold in a financial market.
security
s&p 500
roth IRA
social security
An index of 500 large cap companies chosen based on their size, industry, and other factors, used to represent the entire market.
security
s&p 500
roth IRA
social security
A federal program that provides monthly benefits to millions of Americans, including retirees, military families, surviving families of deceased workers, and disabled individuals.
security
s&p 500
roth IRA
social security
A share of the value of a company, which can be bought, sold, or traded as an investment and which gives the investor small partial ownership of the company.
stock
treasury bond
stock exchange
traditional 401(k) plan
A market where shares in corporations are bought and sold through an organized system.
stock
treasury bond
stock exchange
traditional 401(k) plan
A bond, generally considered to be a risk-free investment, issued by the U.S. Treasury with a maturity of more than 10 years.
stock
treasury bond
stock exchange
traditional 401(k) plan
A retirement savings plan, sponsored through your employer who will often match your contributions, that allows an individual to save for retirement and have the savings grow while deferring taxes until funds are withdrawn.
stock
treasury bond
stock exchange
traditional 401(k) plan
