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100 200 300 400 500 100 200 300 400 500 100 Retirement Planning Miscellaneous Investing Basics Stocks and Bonds Mutual Funds Personal Finance Final Exam.

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Presentation on theme: "100 200 300 400 500 100 200 300 400 500 100 Retirement Planning Miscellaneous Investing Basics Stocks and Bonds Mutual Funds Personal Finance Final Exam."— Presentation transcript:

1 100 200 300 400 500 100 200 300 400 500 100 Retirement Planning Miscellaneous Investing Basics Stocks and Bonds Mutual Funds Personal Finance Final Exam Review Game

2 The Answer is: A good reason for investing money.

3 The Question is: What are: achieving financial goals, increasing income, feeling financially secure, having money for retirement.

4 The Answer is: A portion of its earnings that a company pays out to its common stock shareholders.

5 The Question is: What is a dividend?

6 The Answer is: The name given for a period of time where security prices have risen 20% or more.

7 The Question is: What is a “bull market”?

8 The Answer is: Type of investment category where borrowers (e.g., bank, government entity, or a corporation) agree to pay periodic interest and typically return principal to an investor at a future date.

9 The Question is: What is a “loanership” investment such as bonds and CDs?

10 The Answer is: The risk that the value of an investment may drop due to events that affect all similar investments.

11 The Question is: What is market risk?

12 The Answer is: Shares of ownership in the assets and earnings of a business corporation.

13 The Question is: What is stock?

14 The Answer is: Interest-bearing certificate of long-term debt issued by a corporation, state or municipality, or the U.S. government.

15 The Question is: What is a bond?

16 The Answer is: Two ways to make money from common stock investments.

17 The Question is: What are receiving dividends (as cash or reinvested in additional shares) and increase in share prices?

18 The Answer is: Type of stock that may sell for less than the true worth of its assets.

19 The Question is: What is a value stock?

20 The Answer is: Current market price of a stock divided by its earnings per share over the past four quarters.

21 The Question is: What is the price-earnings ratio?

22 The Answer is: A legally required document that describes a mutual fund’s objectives, expenses, and performance that must be given to new fund investors.

23 The Question is: What is a prospectus?

24 The Answer is: The per share value of a mutual fund calculated by dividing the number of outstanding shares into the value of the fund portfolio.

25 The Question is: What is net asset value or NAV?

26 The Answer is: Type of mutual fund that provides tax- exempt income by investing solely in bonds issued by state and local government and government agencies.

27 The Question is: What is a municipal bond fund?

28 The Answer is: Type of mutual fund that invests in stocks from one industry sector (e.g., technology or health care).

29 The Question is: What is a sector fund?

30 The Answer is: A source of information about mutual funds.

31 The Question is: What are: The Wall Street Journal, financial magazines, Morningstar, and the Investment Company Institute?

32 The Answer is: The full retirement age for Social Security benefits for workers born in 1960 or later.

33 The Question is: What is age 67?

34 The Answer is: A personal retirement savings account for workers with earned income?

35 The Question is: What is an individual retirement account (IRA)?

36 The Answer is: An advantage of a tax-sheltered (tax-deferred) retirement savings account.

37 The Question is: What are: contributions may be tax deductible, earnings are tax- deferred, and possible employer matching.

38 The Answer is: The act of transferring retirement savings from one tax-sheltered account to another.

39 The Question is: What is a rollover?

40 The Answer is: The name given to the tax-deferred retirement savings plan offered to employees of schools, non-profit organizations, and universities.

41 The Question is: What is a 403(b) plan?

42 The Answer is: The practice of investing regular dollar amounts at regular time intervals.

43 The Question is: What is dollar-cost averaging?

44 The Answer is: Example of a tax break that increases investment returns.

45 The Question is: What are: long-term capital gains, tax-deferred investments, and tax- free investments.

46 The Answer is: Type of insurance that protects you from financial losses suffered when you are held responsible for injury to others.

47 The Question is: What is liability insurance?

48 The Answer is: The least expensive type of life insurance that provides coverage only for a specific period of time.

49 The Question is: What is term life insurance?

50 The Answer is: An example of a relationship between good health and increased wealth.

51 The Question is: What are decreased medical expenses, increased work productivity and/or income, and living long enough to collect Social Security, etc.?


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