PF EXAM 4 REVIEW

Roth IRA contributions go in ________, and are _________ when withdrawn.

Investors pay no sales charge up front in a

A high-risk investment made in the hope of earning a relatively large profit in a short time.

A stock that pays higher than average dividends is know as a...

The legal conditions for a corporate bond are described in the bond coupon

Which of these might be considered a long-term, conservative investment?

During periods of high inflation, the risk is that returns on an investment will not keep pace with the inflation rate.

Which of the following IS NOT a direct real estate investment.

Limited financial liability is an advantage of _________ real estate investments.

Corporations might issue common stock, as a form of equity financing...

Zoe Bellfort owns a $1,000 corporate bond that pays 4 percent. What is the amount of each semiannual interest payment?

If you are just kind of young-ish (like Mr. Burish) what might be an attractive strategy. Invest for...

Real property equity investments are a possible hedge against:

1 share of Apple was bought at $80, one year later is worth $120 and paid a dividend of $1. What is the total return?

Growth orientated investments offer the potential for higher returns. What does this mean in terms of RISK and SAFETY?

Investments range from very safe to very risky.

You invest $1,000 in an index fund. 5 years later it earned a annual compound return of 7%. What is your fund worth now?

The first step to creating an investment plan is to establish investment goals.

A load fund is a mutual fund in which investors pay a commission when they purchase shares.

If you are super old (like Mr. Matson) what might be an attractive strategy. Invest for...

A real estate syndicate provides unlimited liability for its members.

An increase in earnings per share (EPS) is generally a healthy sign for a corporation.

Liquidity is the ability to buy or sell an investment quickly without substantially affecting the investment's value.