WorksheetsInvesting and Retirement Terminology
Total questions: 20
Worksheet time: 20mins
The process of setting money aside to increase wealth over time for long-term financial goals, such as retirement
(a)
The measurement of gain or loss generated on an investment relative to the amount of money invested
(a)
The relationship of expected return (profit you expect to make) compared to the amount of risk (amount you stand to lose if the price goes down) taken with a given investment
(a)
An asset that can be easily bought or sold
(a)
A financial market that trades shares of ownership of public companies
(a)
A security that represents part ownership or equity in a company
(a)
A measurement of a section of the stock market, typically a weighted average of the prices of selected stocks
(a)
When prices in a financial market are on the rise or expected to rise
(a)
When prices in a financial market experience a prolonged decline
(a)
Annuity that offers low, guaranteed rates of interest and fixed income payments in retirement
(a)
A type of annuity that can vary in value based on the performance of the mutual funds inside it
(a)
A list of your investments
(a)
A description of the investing strategy the mutual fund management company will use to invest your money
(a)
A tax-advantaged investing account that people use to save for retirement
(a)
A qualified retirement savings plan offered by a company to its employees who contribute money from their gross pay
(a)
An employer-sponsored retirement plan that has a special tax treatment
(a)
The practice of dividing the money a person invests among different types of investments in order to lower risk
(a)
The total dollar market value of a company or how much a company is worth
(a)
The process of figuring out how much money you’ll need in retirement and creating a plan to get there
(a)
A distribution from the net profits of a company to its shareholders
(a)
