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Investment Terms Flashcards | StudBud
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Investment Terms
Investment Terms
16 terms
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Terms typically used to describe investment options and explanations
Flashcards
16 cards
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Answers
1
Has a fixed dividend that will pay to investors every year.
Value Stock
Variable annuity
Preferred Stock
Common Stock
2
Certificate of Deposit & treasury bill are examples of this stable short term investment fund.
Money market account
Traditional IRA
Municipal bond
Mutual Fund
3
How are Exchange Traded Funds different from Mutual Funds?
An investment advisor invests the money
Linked to a particular time horizon
Traded on the stock exchange
There is no difference
4
Plan enabling employees to defer receiving and paying taxes on a percentage of their salary.
457
401K
404A
403B
5
The retirement of an investor is commonly correlated with this type of mutual fund.
EFTs
Target date funds
401K
Lifecycle funds
6
An investment management company that pools the money of investors.
Mutual Fund
Roth IRA
Municipal bonds
Exchange Traded Funds
7
Ownership in a public corporation, receive distribution of a company's profits.
Common Stock
Laughing Stock
Value Stock
Preferred Stock
8
What is true regarding the difference between Traditional and Roth IRAs?
When the assets are taxed
All are correct
Traditional IRA provides an up-front tax deduction
Assets grow tax free for Roth IRA
9
Bonds that are issued by state and local governments- (2 types: General obligation & Revenue).
James Bonds
Capital gains
Municipal Bonds
IRA
10
T or F: Examples of capital gains taxes are stocks, bonds, money market accounts, and property
False
True
11
IRA stands for:
Indivisible Retiring Arrival
Instant Retirement Average
Individual Retirement Arrangement
Individual Returning Annuity
12
Bonds that provide investors with a rate of return that is adjusted for inflation.
Unidentified Flying Objects (UFO)s
Target Date Funds (TDF)s
Exchange Traded Funds (EFT)s
Treasury inflation-protection securities (TIPS)
13
Investors purchase ___ (lend money) in exchange for interest payments, promised to be repaid.
Options
Stocks
Bonds
Mutual funds
14
___ plans are only available to certain government entities.
401K
403B
457
529
15
Generally have low price to earnings ratios, bought at low prices in hopes prices increase.
Wood Stocks
Common Stocks
Preferred Stocks
Value Stocks
16
Plan only available for public education and tax exempt organizations.
401K
403B
IRA
457
