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Stocks, Bonds, and Mutual Funds

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Presentation on theme: "Stocks, Bonds, and Mutual Funds"— Presentation transcript:

1 Stocks, Bonds, and Mutual Funds
Jeopardy!! Stocks, Bonds, and Mutual Funds

2 Pick a Category Double Time Terms and Definitions Mutual Funds
and More Stocks and Bonds

3 Term used to describe bonds worthy of purchase by investors who do not want to take big risks

4 A word for the list of the financial assets held by an individual, bank, or other financial institution.

5 The fee charged by a broker or an agent

6 The place where securities are bought and sold

7 Equal to one share of a corporation’s net worth and profit

8 These are company profits that are paid out to shareholders

9 These types of bonds are free from federal tax and are often free from state and local tax

10 When you buy stocks, you become this

11 The first time a company issues stock, it will be sold through this format

12 The age old guide to buying and selling stock

13 The 2 main advantages of owning mutual funds

14 Taxes assessed on profits from investments

15 One resource for finding information on mutual funds

16 Diversification among various types of securities

17 The person or persons who oversees the mutual fund

18 What is: Investment Grade

19 What Is: Portfolio

20 What Is: Commission Load

21 What Is: Secondary Market

22 What Is: Stock

23 What are: Dividends

24 What Are: Municipal Bonds

25 What is: A shareholder or stockholder

26 What Is: An Initial Public Offering (IPO)

27 What Is: ”Buy Low, Sell High”

28 What are: Diversification Professional Management

29 What Are: Capital Gains Taxes

30 What Is: Fund family websites Morningstar.com Wall Street Journal

31 What Is: Asset Allocation

32 Who Is: The Fund Manager

33 THANK YOU FOR PLAYING


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