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Extra Credit (3rd Qtr.) - Math for Finance

Total questions: 39

Worksheet time: 59mins

Name
Class
Date
1.

Match the following

a)

The total number of shares issued by a company and available to trade

1.

Outstanding Shares

b)

The total value of a company's outstanding shares times their share price

2.

Market Capitalization

c)

When a company increases the number of outstanding shares by issuing new shares to existing investors

3.

Traditional Stock Split

d)

When a company reduces the number of outstanding shares by combining a portion of shares into one larger share

4.

Reverse Stock Split

e)

A highly speculative company whose stock is worth less than $1

5.

Penny Stock

2.

Match the following

a)

A sum of money paid regularly by a company to its shareholders

1.

Dividend

b)

Stocks that pay regular, steady income to shareholders; considered lower risk

2.

Income Stock

c)

A stock that seeks to improve in sales and earnings at a faster rate than the market average

3.

Growth Stock

d)

How much income an investment generates, usually expressed as a percentage

4.

Yield

3.

Match the following

a)

A stock that entitles the shareholder to a fixed dividend, whose payment takes priority over other shareholders

1.

Preferred Stock

b)

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

2.

Common Stock

c)

An investment in the debt of a business that you can purchase, which helps the company raise capital

3.

Corporate Bond

d)

The dollar value of a security, such as the number 5 on the $5 bill

4.

Face Value

e)

The date at which a financial instrument ends, such as a Certificate of Deposit (CD)

5.

Matures

4.

Match the following

a)

Any number of different platforms that allow traders to buy and sell stocks in the stock market

1.

Stockbroker

b)

This is charged to the traders account (usually a commission) for sending orders to execute a trade

2.

Broker Fee

c)

A firm that charges reduced commissions for trading

3.

Discount Broker

d)

A firm that provides investment advice and helps facilitate trades for their clients

4.

Full-Service Broker

5.

Match the following

a)

An older informational machine that provided up-to-date information during a trading day

1.

Ticker

b)

The letter or letters used to quickly identify a company in the stock market

2.

Stock Symbol

c)

How much a company's stock costs to purchase

3.

Trading Price

d)

This symbol indicates whether the trading price of a single share was greater or less than the previous trading day

4.

Directional Arrow

e)

The number of shares exchanged between buyers and sellers for a given period of time (day, week, month, etc.)

5.

Shares Traded

6.

Match the following

a)

This is determined by multiplying the number of shares traded by the trading price, excluding any trading fees

1.

Total Value of a Trade

b)

An arrow that indicates whether the stock price increased or decreased.

2.

Uptick vs. Downtick

c)

A type of market analysis that uses supply and demand to assess future price movement.

3.

Money Flow

d)

When a stock is purchased on an uptick, or when a stock is purchased on a downtick

4.

(+) or (-) Money Flow

e)

An indicator that is the average of a day's high, low, and close, multiplied by the volume for the day

5.

Daily Money Flow

7.

Match the following

a)

Money that is used to start or expand a business

1.

Capital

b)

The positive difference obtained when expenses are subtracted from revenue

2.

Profit

c)

A business that is owned by one person

3.

Sole Proprietorship

d)

A business that is owned by more than one person; partners are each personally liable for the business.

4.

Partnership

e)

A business organization that is owned by one person, or a group of people

5.

Corporation

8.

Match the following

a)

This represents a piece of ownership in the company you invested in

1.

Shares of Stock

b)

Individuals who own shares of stocks in a company

2.

Shareholders

c)

Not being able to lose any more than the value of owned shares if a corporation fails or does not make a profit

3.

Limited Liability

d)

A business owner who is directly responsible for the debts of the business, whether or not there's a profit

4.

Personally Liable

9.

Match the following

a)

The price per share of the most recent trade on a particular stock, typically updated every second

1.

Last

b)

The first price a stock was traded at during the start of a regular trading day

2.

Open

c)

The final price a stock was traded at during the end of a regular trading day

3.

Close

d)

The most expensive price that one share of a particular stock was traded at

4.

High

e)

The least expensive price that one share of a particular stock was traded at

5.

Low

10.

Match the following

a)

The number of shares traded within a given amount of time

1.

Volume

b)

Groups of 100 shares that were traded within a given day

2.

Sales in 100's

c)

The greatest price at which one share of stock was traded over the last year

3.

52-Week High

d)

The smallest price at which one share of stock was traded over the last year

4.

52-Week Low

e)

Shows the difference between the previous day's closing price and the current day's closing price of a stock

5.

Net Change

11.

Match the following

a)

The time when a person stops working for an employer

1.

Retirement

b)

A person nearing the end of their working life and holds a part-time job

2.

Semi-Retired

c)

A deposit made into a retirement account that is deducted from wages before taxes, and therefore not taxed

3.

Pre-Tax Dollars

d)

Money being used to invest and has already been taxed

4.

After-Tax Investments

e)

A retirement savings plan that is sponsored and set up by an employer for its employees; max. contributions are $23,500 annually

5.

401(k)

12.

Match the following

a)

A retirement account that's opened by an individual, rather than a company

1.

Individual Retirement Account (IRA)

b)

A retirement plan in which the income generated by the account is tax deferred until it's withdrawn from the account

2.

Traditional IRA

c)

Taxes you pay when you go to withdraw money from your retirement account because you didn't pay them yet

3.

Tax-Deferred

d)

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

4.

Roth IRA

e)

Money that is not taxed whatsoever

5.

Tax-Exempt

13.

Match the following

a)

This provides monthly benefits to qualified retired and disabled workers, often referred to as Medicare

1.

Old-Age, Survivors, & Disability Insur.

b)

This is a monthly check that replaces part of the retired person's income when they reduce their work hours, or stop working altogether

2.

Social Security Benefit

c)

This is the stage of life when you're finally able to receive social security benefits

3.

Full Retirement Age

d)

This document shows you how much you've paid in social security and Medicare taxes

4.

Social Security Statement

e)

You must accumulate enough of these to qualify for social security benefits

5.

Social Security Credits

14.

Match the following

a)

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

1.

Beneficiary

b)

The amount of money you pay for an insurance policy

2.

Premium

c)

A table that lists death rates according to age groups

3.

Mortality Table

d)

The death rate for a person's age group

4.

Mortality Rate

e)

The amount of coverage that a life insurance policy provides

5.

Face Value

15.

Match the following

a)

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.

1.

Term Life Insurance

b)

An insurance policy that covers the buyer for his or her lifetime, or to a specified age

2.

Permanent Life Insurance

c)

An insurance policy that combines both life insurance and investing

3.

Whole Life Insurance

d)

The value of the investment portion of a whole life insurance policy; can be used to pay for certain expenses

4.

Cash Value

e)

Similar to whole life insurance; the cash value can be used to pay for the insurance premium if the policyholder doesn't pay it.

5.

Universal Life Insurance

16.

Match the following

a)

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.

1.

Diversify

b)

An investment that's considered more risky

2.

Aggressive Investment

c)

An investment that's considered safer / less risky

3.

Conservative Investment

d)

Describes how fast a person's investment can be converted into cash, if necessary

4.

Liquidity

e)

An investment into a new, unproven stock

5.

Speculative Stock

17.

What is the only animal on this list that can’t jump?

a)

Elephant

b)

Horse

c)

Kangaroo

d)

Parrot

18.

Which bird CAN fly backwards? That's right! They have a built-in Reverse Button by design.

a)

Parrot

b)

Hummingbird

c)

Eagle

d)

Flamingo

19.

Which animal has a brain smaller than its eyeball?

a)

Osprey

b)

Ostrich

c)

My Cousin. He's not the brightest...

d)

Seagull

20.

Which land animal has the fastest top speed?

a)

Brown Hare

b)

If I did something wrong, my Mother. Nobody is escaping that woman!

c)

Cheetah

d)

Centipede. They have 100 legs!

21.

Which of the following is unable to move its eyes?

a)

Owl

b)

Hawk

c)

Dove

d)

22.

Which of the following 3 places has the hottest temperatures on record?

a)

Mercury

b)

Venus

c)

Planet Earth. Jacksonville, Florida. In the middle of July. Specifically between the hours of 2:00 - 4:00 pm.

23.

Which planet is smaller in size: Mercury or Venus?

a)

Mercury

b)

Venus

24.

How many days, precisely, does it take the Earth to orbit the Sun?

(a)  

25.

Which team is this?

a)
Dallas Stars
b)

Dallas Blue Stars

c)
Dallas Cowboys
d)

Dallas Lone Stars

26.

Which team is this?

a)

Denver Broncos

b)

Denver Wild Horses

c)

Denver Colts

d)

Denver Mustangs

27.

Which team is this?

a)

Buffalo Bills

b)

Buffalo Bison

c)

New Jersey Bison

d)

New Jersey Bills

28.

Which team is this?

a)

Chester Cheeto!

b)

Florida Panthers

c)

Florida Cougars

d)

Jacksonville Jaguars

29.

Which team is this?

a)

Tampa Bay Pirates

b)

Tampa Bay Raiders

c)

Tampa Bay Musketeers

d)

Tampa Bay Buccaneers

30.

Which brand is this?

a)

Hyundai

b)

Kia

c)

Mazda

d)

Mitsubishi

31.

Who is this?

a)

Taylor Swift

b)

Lady Gaga

c)

Adele

d)

Madonna

32.

Who is this?

a)

50 Cent

b)

99 Cent

c)

A Buck-Fifty

d)

Quavo

33.

Who is this?

a)

Onset

b)

Offset

c)

1 Chainz

d)

2 Chainz

34.

Who is this?

a)

Stevie Wonder

b)

Bruno Mars

c)

John Legend

d)

J Cole

35.

Name the brand:

a)

Pixar

b)

Lampshade

c)

Light Bulb

d)

Disney

36.

Which brand is this?

a)

XBOX

b)

PlayStation

c)

Nintendo

d)

Sega

37.

Which brand is this?

a)

Geico

b)

Liberty Mutual

c)

All State

d)

State Farm

38.

Which brand is this?

a)

John Deere

b)

Green Deere

c)

Reindeer

d)

Mouseketeer

39.

Which brand is this?

a)

Little Debbie

b)

Aunt Jemima

c)

Wendy's

d)

Virginia Baked Ham