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Terminology

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Title: Terminology


1
The Investment Jeopardy! Game

Stocks
Bonds
Mutual Funds
Emergencies, Education Retirement
Terminology Concepts
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Liquidity is important for this account, so money
market accounts short-term certificates of
deposit are good choices.
This represents the total value (as a percent) of
your investment earnings.
This is what shares of stock represent to the
buyer.
You are doing this when you invest in bonds.
A mutual fund is this type of company.
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This is what you receive when you sell shares of
stock for more than or less than your purchase
price.
These are sales commissions charged to the
investor of a mutual fund.
Contributions to this retirement account are not
tax deductible, but earnings are tax-free.
The amount returned to the bondholder at maturity
is called this.
Dividends, interest rent are examples of this.
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The benefit is based on the account balance at
retirement with this employer-sponsored
retirement plan.
Doing this will reduce risk, but will also
reduce return in your investment portfolio.
Stocks of well-known companies with sound
financial histories are called this.
This is what bonds issued by the state and local
government are called.
These funds invest in short-term securities such
as treasury bills certificates of deposit.
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These stocks are issued by companies whose
earnings tend to move inversely to the broader
economy.
The benefit is specified based on the plans
formula with this employer-sponsored retirement
plan.
This does not have to be paid on interest earned
on treasury bills, notes and bonds.
The primary objective of these funds is
preservation of the money invested.
When you invest an equal amount of money at
regular intervals, it is called this.
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Fund investors are charged these two fees for
fund management advertising and marketing.
These education plans have tax-deferred growth
tax-free distributions if used to pay for
education.
This risk refers to the inability to convert an
investment to cash without a capital loss.
For a fee, these two plans allow shareholders to
buy stock directly from the company.
Bond rating companies rate bonds based on this
risk.
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