Name That Investment

What is the name of the stock exchange that does not have a physical facility.

You should be able to do this before investing in a security

What type of Investment would shares of Walmart be?

The least liquid of all consumer investments

If your goal is 5 years or less, where should you put your money?

Structured and maintained to match the investment objectives stated in its prospectus

Portfolio managers who do lots of research manage the pool

Represents a piece of ownership in a company

Dave Ramsey is

As a young adult, what is the most important thing you can invest in?

One benefit of this type of investment is your ability to influence it value

If your goal is 5 years or longer where should you put your money

Bad Investment because they result in price distortions and are highly volatile

Great for emergency funds due to their liquidity and stability

Where did Mr. Wheeler get his Masters Degree from?

Evidence shows that the vast majority of investors lose money in this type of investing

You should have lots of cash before investing in this

100% of __ year periods of the stock market has made money.

Has a 70 year track record of 4.1% returns

A share of a companies profits

A debt instrument where the return comes on the interest rate paid on the loan

Buying a beneficiary position on a life insurance policy of someone who is dying

6 month or 1 year savings account that pays a little more interest than a regular savings acct.

What is the maximum amount you can invest in a Roth IRA per year

Mr. Wheeler interned with which Pro Sports Orgaization