Fill in the Blank A
Keep it ______, stupid!
What is simple?
A list of your investments
What is portfolio?
A money market account is a _____-risk bank savings account with check-writing privileges.
What is low?
Piece of ownership in a company, mutual fund or other investment.
What is a share?
Never invest purely for _____ _____.
What is tax savings?
Never invest using _______ money.
What is borrowed?
Securities that represent part ownership or equity in a corporation.
What is a stock?
Single stock investing carries an extremely _____ degree of risk.
What is high?
Money that is invested, either tax deferred or tax free, within a retirement plan.
What is tax-favored dollars?
________ is a risk-management technique that mixes a wide variety of investments within a portfolio.
What is diversification?
When discussing investments, ________ is availability.
What is liquidity?
Distribution of a portion of a companyʹs earnings, decided by the board of directors, to a class of its shareholders.
What are dividends?
A bond is a ______ instrument by which the company owes you money; a form of I.O.U.
What is debt?
Relationship of substantial reward compared to the amount of risk taken.
What is risk-return ratio?
As there is more liquidity there is typically _______ return.
What is less?
When it comes to IRAs, everyone with an ______ _____ is eligible.
What is earned income?
Quality of an asset that permits it to be converted quickly into cash without loss of value; availability of money.
What is liquidity?
Your ______ comes as the value of the fund is increased.
What is return?
A savings plan operated by a state or educational institution designed to help families set aside funds for future college costs
What is a 529 Plan?
A qualified plan is a ______-_______ investment.
What is tax-favored?
IRA is the _____ ________ on virtually any type of investment.
What is tax treatment?
The government agency responsible for regulating the stock market.
What is Security Exchange Commission?
A mutual fund is an investment vehicle made up of a pool of _______ money collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.
What is money?
Federal agency responsible for collecting taxes and for the interpretation and enforcement of the Internal Revenue Code.
What is Internal Reserve Service?
After five years, you can make _____-_____, penalty-free withdrawals of earnings under these conditions.
What is tax-free?