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To play, start slide show and click on circle 1 2 1 4 3 2 1 4 3 2 1 4 3 2 4 3 1 2 3 4 Yellow OrangeGreenPurplePink 5 5 5 5 5 6 6 6.

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Presentation on theme: "To play, start slide show and click on circle 1 2 1 4 3 2 1 4 3 2 1 4 3 2 4 3 1 2 3 4 Yellow OrangeGreenPurplePink 5 5 5 5 5 6 6 6."— Presentation transcript:

1

2 To play, start slide show and click on circle

3 1 2 1 4 3 2 1 4 3 2 1 4 3 2 4 3 1 2 3 4 Yellow OrangeGreenPurplePink 5 5 5 5 5 6 6 6

4 1 Account or arrangement in which one would put their money for long-term growth; should not be withdrawn for a suggested amount of time (more than five years) Investments Click here for answer back

5 2 Piece of ownership in a company or mutual fund. back Click here for answer Share

6 3 Contract sold by an insurance company, designed to provide payments to the holder at specified intervals. This particular annuity has a varying rate of return based on the mutual funds in which one has invest. back Click here for answer Variable Annuity

7 4 back Click here for answer Aggressive Growth Stock Mutual Fund mutual fund that seeks to provide maximum long-term capital growth from stocks of primarily smaller companies or narrow market segments; dividend income is incidental; the most volatile fund; also referred to as a small-cap fund.

8 5 back Click here for answer Portfolio a list of your investments

9 7 back Click here for answer CD (Certificate of Deposit) Savings account, usually at a bank, with a slightly higher interest rate because of a longer savings commitment (i.e. six months, one year, etc.)

10 1 Quality of an asset that permits it to be converted quickly into cash without loss of value; availability of money. back Click here for answer Liquidity

11 2 Contract sold by an insurance company, designed to provide payments to the holder at specified intervals, usually after retirement; the holder is taxed at the time of distribution or withdrawal, making this a tax-deferred arrangement. back Click here for answer Annuity

12 3 back Click here for answer Risk Degree of uncertainty of return on an asset; in business, the likelihood of loss or reduced profit.

13 4 back Click here for answer Single Stocks Securities that represent part ownership or equity in a corporation, wherein each share is a claim on its proportionate stake in the corporation’s assets and profits, some of which may be paid out as dividends.

14 5 back Click here for answer Distribution of a portion of a company’s earnings, decided by the board of directors, to a class of its shareholders; generally distributed in the form of cash or stock. Dividend

15 6 back Click here for answer CD (Certificate of Deposit) Savings account, usually at a bank, with a slightly higher interest rate because of a longer savings commitment (i.e. six months, one year, etc.)

16 7 back Click here for answer Mutual Fund Pool of money managed by an investment company and invested in multiple companies, bonds, etc. Offers investors a variety of goals depending on the fund and its investment charter

17 1 A food, metal, or fixed physical substance that investors buy or sell, usually via future contracts back Click here for answer Commodity

18 2 Mutual fund that seeks to maintain a stable share price and to earn current income by investing in interest-bearing instruments with short-term maturities. Great place for emergency fund. back Click here for answer Money Market

19 3 A term used to designate all contracts covering the sale of financial instruments or physical commodities for future delivery on a commodity exchange. back Click here for answer Futures

20 4 back Click here for answer Relationship of substantial reward in comparison to the amount of risk taken. Risk Return Ratio

21 5 back Click here for answer Small-Cap Fund Mutual fund that invests in companies whose markets value is less that $1 billion; largely consists of small, more volatile companies; also called aggressive growth stock mutual fund.

22 6 Debt instrument where an issuer such as a corporation, municipality or government agency owes you money; a form of I.O.U.; the issues regular interest: payments on the bond and promises to pay back or redeem the face value of the bond at a specified point in the future (the maturity date) back Click here for answer Bond

23 6 The past history of something; with investments, look at the five or ten year record. back Click here for answer Track Record

24 1 To spread around one’s investment dollars among several different classes of financial assets and among the securities of many issuers; results in lowered risk. back Click here for answer Diversification

25 2 Buying real estate to rent out as an investment. back Click here for answer Rental Real Estate

26 3 Contract sold by an insurance company, designed to provide payments to the holder at specified intervals. This type of annuity that guarantees a certain rate of return. back Click here for answer Fixed Annuity

27 4 Fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund. back Click here for answer Growth Stock Mutual Fund

28 5 Accounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charges, and interest rate paid varies among providers. back Click here for answer Savings Account

29 1 Purchasing risky investments that present the possibility of large profits, but also pose a higher-than-average possibility of loss. back Click here for answer Speculative

30 2 Funds comprised of large, well-established companies. back Click here for answer Large-Cap Fund

31 3 back Click here for answer Pick the button Debt instrument where an issuer such as a corporation, municipality or government agency owes you money; a form of IOU; the issuer makes regular interest payments and promises to pay back or redeem the face value at a specified time. Bond

32 4 Mutual fund containing a group of medium- sized companies that are growing. back Click here for answer Mid-Cap Fund

33 5 back Click here for answer International Stock Mutual Fund Mutual fund that contains international or overseas companies.


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