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Investing and Retirement Terminology

Total questions: 20

Worksheet time: 20mins

Name
Class
Date
1.

The process of setting money aside to increase wealth over time for long-term financial goals, such as retirement

(a)  

2.

The measurement of gain or loss generated on an investment relative to the amount of money invested​​​​​​​

(a)  

3.

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)  

4.

An asset that can be easily bought or sold

(a)  

5.

A financial market that trades shares of ownership of public companies

(a)  

6.

A security that represents part ownership or equity in a company​​​​​​​

(a)  

7.

A measurement of a section of the stock market, typically a weighted average of the prices of selected stocks

(a)  

8.

When prices in a financial market are on the rise or expected to rise​​​​​​​

(a)  

9.

When prices in a financial market experience a prolonged decline​​​​​​​

(a)  

10.

Annuity that offers low, guaranteed rates of interest and fixed income payments in retirement​​​​​​​

(a)  

11.

A type of annuity that can vary in value based on the performance of the mutual funds inside it

(a)  

12.

A list of your investments

(a)  

13.

A description of the investing strategy the mutual fund management company will use to invest your money​​​​​​​

(a)  

14.

A tax-advantaged investing account that people use to save for retirement

(a)  

15.

A qualified retirement savings plan offered by a company to its employees who contribute money from their gross pay​​​​​​​

(a)  

16.

An employer-sponsored retirement plan that has a special tax treatment

(a)  

17.

The practice of dividing the money a person invests among different types of investments in order to lower risk

(a)  

18.

The total dollar market value of a company or how much a company is worth

(a)  

19.

The process of figuring out how much money you’ll need in retirement and creating a plan to get there

(a)  

20.

A distribution from the net profits of a company to its shareholders

(a)