10.7 Investments Review

Net worth describes the difference between a property's market value and the amount still owed.

Which is a savings account with higher interest rates, but the money must stay deposited for a specific amount of time?

What is the name of the computerized system that provides price quotations for various stocks traded on the market?

You got 20 shares at $11.35. Later you got 10 more at $9.44. The fee is $25 per transaction. What is the total spent?

A bond is a loan that is issued in return for the promise of being paid back the full amount plus the periodic interest.

You invest $50 a month in an annuity that earns 4% APR compounded monthly. How much money will you have after 3 years?

You have a $500 bond with a 6% coupon & matures in 20 years. What is the total ANNUAL earnings for this bond? Use I=prt.

What is the financial product offered by insurance companies to which a person makes contributions?

An annuity has a minimum rate of 4% APR for 5 years. You invest $500 each year. What type of annuity is this?

What is the net worth: $8000 savings, $6000 in stock, a $9000 car, $11,000 in student loans, and $800 credit card debt?

Jo is 35, has $1800 in checking, $5000 in stock, $6,000 in retirement, & a $30,000 house. What's the liquid asset total?

A $1,000 CD earns 4.2% & is compounded monthly. The CD matures in 2 years. How much will this CD be worth at maturity?

A portion or share of ownership of a company is called capital.

You have a $500 bond with a 6% coupon. You bought it for $460. What is the yield of this new bond?

On Monday, a stock opened at $4.53. On Friday, it closed at $4.06. What is the rate of change?