WorksheetsExtra Credit (3rd Qtr.) - Math for Finance
Total questions: 39
Worksheet time: 59mins
Match the following
The total number of shares issued by a company and available to trade
Outstanding Shares
The total value of a company's outstanding shares times their share price
Market Capitalization
When a company increases the number of outstanding shares by issuing new shares to existing investors
Traditional Stock Split
When a company reduces the number of outstanding shares by combining a portion of shares into one larger share
Reverse Stock Split
A highly speculative company whose stock is worth less than $1
Penny Stock
Match the following
A sum of money paid regularly by a company to its shareholders
Dividend
Stocks that pay regular, steady income to shareholders; considered lower risk
Income Stock
A stock that seeks to improve in sales and earnings at a faster rate than the market average
Growth Stock
How much income an investment generates, usually expressed as a percentage
Yield
Match the following
A stock that entitles the shareholder to a fixed dividend, whose payment takes priority over other shareholders
Preferred Stock
A stock that entitles the shareholder to a fixed dividend, but if the company falls through and goes bankrupt, does not have to pay these specific shareholders
Common Stock
An investment in the debt of a business that you can purchase, which helps the company raise capital
Corporate Bond
The dollar value of a security, such as the number 5 on the $5 bill
Face Value
The date at which a financial instrument ends, such as a Certificate of Deposit (CD)
Matures
Match the following
Any number of different platforms that allow traders to buy and sell stocks in the stock market
Stockbroker
This is charged to the traders account (usually a commission) for sending orders to execute a trade
Broker Fee
A firm that charges reduced commissions for trading
Discount Broker
A firm that provides investment advice and helps facilitate trades for their clients
Full-Service Broker
Match the following
An older informational machine that provided up-to-date information during a trading day
Ticker
The letter or letters used to quickly identify a company in the stock market
Stock Symbol
How much a company's stock costs to purchase
Trading Price
This symbol indicates whether the trading price of a single share was greater or less than the previous trading day
Directional Arrow
The number of shares exchanged between buyers and sellers for a given period of time (day, week, month, etc.)
Shares Traded
Match the following
This is determined by multiplying the number of shares traded by the trading price, excluding any trading fees
Total Value of a Trade
An arrow that indicates whether the stock price increased or decreased.
Uptick vs. Downtick
A type of market analysis that uses supply and demand to assess future price movement.
Money Flow
When a stock is purchased on an uptick, or when a stock is purchased on a downtick
(+) or (-) Money Flow
An indicator that is the average of a day's high, low, and close, multiplied by the volume for the day
Daily Money Flow
Match the following
Money that is used to start or expand a business
Capital
The positive difference obtained when expenses are subtracted from revenue
Profit
A business that is owned by one person
Sole Proprietorship
A business that is owned by more than one person; partners are each personally liable for the business.
Partnership
A business organization that is owned by one person, or a group of people
Corporation
Match the following
This represents a piece of ownership in the company you invested in
Shares of Stock
Individuals who own shares of stocks in a company
Shareholders
Not being able to lose any more than the value of owned shares if a corporation fails or does not make a profit
Limited Liability
A business owner who is directly responsible for the debts of the business, whether or not there's a profit
Personally Liable
Match the following
The price per share of the most recent trade on a particular stock, typically updated every second
Last
The first price a stock was traded at during the start of a regular trading day
Open
The final price a stock was traded at during the end of a regular trading day
Close
The most expensive price that one share of a particular stock was traded at
High
The least expensive price that one share of a particular stock was traded at
Low
Match the following
The number of shares traded within a given amount of time
Volume
Groups of 100 shares that were traded within a given day
Sales in 100's
The greatest price at which one share of stock was traded over the last year
52-Week High
The smallest price at which one share of stock was traded over the last year
52-Week Low
Shows the difference between the previous day's closing price and the current day's closing price of a stock
Net Change
Match the following
The time when a person stops working for an employer
Retirement
A person nearing the end of their working life and holds a part-time job
Semi-Retired
A deposit made into a retirement account that is deducted from wages before taxes, and therefore not taxed
Pre-Tax Dollars
Money being used to invest and has already been taxed
After-Tax Investments
A retirement savings plan that is sponsored and set up by an employer for its employees; max. contributions are $23,500 annually
401(k)
Match the following
A retirement account that's opened by an individual, rather than a company
Individual Retirement Account (IRA)
A retirement plan in which the income generated by the account is tax deferred until it's withdrawn from the account
Traditional IRA
Taxes you pay when you go to withdraw money from your retirement account because you didn't pay them yet
Tax-Deferred
A retirement plan where the deposits are taxable, but when the money is withdrawn after having been there for at least 5 years & the saver is at least 59.5 years old, the income earned is tax-exempt
Roth IRA
Money that is not taxed whatsoever
Tax-Exempt
Match the following
This provides monthly benefits to qualified retired and disabled workers, often referred to as Medicare
Old-Age, Survivors, & Disability Insur.
This is a monthly check that replaces part of the retired person's income when they reduce their work hours, or stop working altogether
Social Security Benefit
This is the stage of life when you're finally able to receive social security benefits
Full Retirement Age
This document shows you how much you've paid in social security and Medicare taxes
Social Security Statement
You must accumulate enough of these to qualify for social security benefits
Social Security Credits
Match the following
A person chosen by the policyholder whose name is on the life insurance policy and who receives the benefits of the policy after the policyholder's death
Beneficiary
The amount of money you pay for an insurance policy
Premium
A table that lists death rates according to age groups
Mortality Table
The death rate for a person's age group
Mortality Rate
The amount of coverage that a life insurance policy provides
Face Value
Match the following
A type of insurance that provides protection for the policyholder; usually covers the policyholder for a specified period of time, such as 5, 10, or 20 years.
Term Life Insurance
An insurance policy that covers the buyer for his or her lifetime, or to a specified age
Permanent Life Insurance
An insurance policy that combines both life insurance and investing
Whole Life Insurance
The value of the investment portion of a whole life insurance policy; can be used to pay for certain expenses
Cash Value
Similar to whole life insurance; the cash value can be used to pay for the insurance premium if the policyholder doesn't pay it.
Universal Life Insurance
Match the following
Describes the situation in which investors put their money into different types of investments to avoid being subject to the potential volatility of one single investment or stock.
Diversify
An investment that's considered more risky
Aggressive Investment
An investment that's considered safer / less risky
Conservative Investment
Describes how fast a person's investment can be converted into cash, if necessary
Liquidity
An investment into a new, unproven stock
Speculative Stock
What is the only animal on this list that can’t jump?
Elephant
Horse
Kangaroo
Parrot
Which bird CAN fly backwards? That's right! They have a built-in Reverse Button by design.
Parrot
Hummingbird
Eagle
Flamingo
Which animal has a brain smaller than its eyeball?
Osprey
Ostrich
My Cousin. He's not the brightest...
Seagull
Which land animal has the fastest top speed?
Brown Hare
If I did something wrong, my Mother. Nobody is escaping that woman!
Cheetah
Centipede. They have 100 legs!
Which of the following is unable to move its eyes?
Owl
Hawk
Dove
Which of the following 3 places has the hottest temperatures on record?
Mercury
Venus
Planet Earth. Jacksonville, Florida. In the middle of July. Specifically between the hours of 2:00 - 4:00 pm.
Which planet is smaller in size: Mercury or Venus?
Mercury
Venus
How many days, precisely, does it take the Earth to orbit the Sun?
(a)
Which team is this?
Dallas Blue Stars
Dallas Lone Stars
Which team is this?
Denver Broncos
Denver Wild Horses
Denver Colts
Denver Mustangs
Which team is this?
Buffalo Bills
Buffalo Bison
New Jersey Bison
New Jersey Bills
Which team is this?
Chester Cheeto!
Florida Panthers
Florida Cougars
Jacksonville Jaguars
Which team is this?
Tampa Bay Pirates
Tampa Bay Raiders
Tampa Bay Musketeers
Tampa Bay Buccaneers
Which brand is this?
Hyundai
Kia
Mazda
Mitsubishi
Who is this?
Taylor Swift
Lady Gaga
Adele
Madonna
Who is this?
50 Cent
99 Cent
A Buck-Fifty
Quavo
Who is this?
Onset
Offset
1 Chainz
2 Chainz
Who is this?
Stevie Wonder
Bruno Mars
John Legend
J Cole
Name the brand:
Pixar
Lampshade
Light Bulb
Disney
Which brand is this?
XBOX
PlayStation
Nintendo
Sega
Which brand is this?
Geico
Liberty Mutual
All State
State Farm
Which brand is this?
John Deere
Green Deere
Reindeer
Mouseketeer
Which brand is this?
Little Debbie
Aunt Jemima
Wendy's
Virginia Baked Ham
