Investments
Stocks, Bonds, CDs, Mutual Funds, ETFs, and annuities can be held in both of these accounts.
What is Brokerage and Select Retirement Accounts?
A specific dollar amount that qualifies for a reduced sales charge.
What is a breakpoint?
These types of stocks serve as the foundation for the growth and income category
What is Large-Cap stocks?
This type of account has no minimum investment requirement
What is a Brokerage Account?
She used to be the youngest flexer of the century but where is she now
What is Lil' Tay?
An investment company that offers a fixed portfolio, generally of stocks and bonds, as redeemable units to investors for a specific period of time. It is designed to provide capital appreciation and/or dividend income.
What is a Unit Investment Trust (UIT)?
A fee of $4.95 that is charged to the client each time something new is purchased
What is the transaction fee?
Give me the name of one of the former accounts that were eliminated and then renamed and enhanced to a Select Retirement Account
What is Select Mutual Fund Retirement Account, Select Annuity Account, Fixed Annuity Account, Grandfathered IRA, and Grandfathered Employer Retirement Plans?
This person determines when and how often you rebalance the account.
Who is the client?
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What is Cash Me Outside, How Bout Dat?
This account can hold UITs inside the account.
What is a Brokerage Account?
This is max sales charge that Edward Jones offers
What is 5.75%?
What are commissions?
This type of account is the only account in which clients can purchase annuities.
What is a Select Retirement Account?
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"Ridin through the city in a Tonka Toy. I got old money coulda bought a dinosaur."
Who is Lil' Wayne?
Diversifying across investment category, industry and stock should be considered when constructing this type of portfolio.
What is a stock only account?
In 2020 there will be a new $120 annual fee for this type of account
What is the select retirement account?
Edward Jones offers clients with multiple Select Retirement accounts of the same type can choose to do this with the accounts
What is consolidate them into one Select Retirement Account?
Annual Reviews will no longer be required for this type of account.
What is a Select Retirement Account?
The following line was said by this rapper
"Uh huh, take no chances, stop freelancin. Invest in your future, don't dilute your finances. 401k, make sure it's low risk, then get some real estate (how much?) 4.2%"
Who is Kendrick Lamar?
Clients who have $10,000 in qualified assets can additionally hold this inside of a select retirement account.
What is an annuity?
Beginning in January 1 2019 this is now the breakpoint for $500,000 invested in an equity fund family.
What is 1.47%?
When looking for investments to build a portfolio in a Select Retirement Account, Individuals should invest at least this number for each individual bond due to better availability and liquidity.
What is $5,000?
This type of retirement plan CAN NOT be held inside of Select Retirement Accounts
What is pooled ERISA plans?
55 people have accidentally fallen to their death at the Grand Canyon. Of the 55 this many were males.
(If you get within 3 up or 3 below the answer we will give you credit)
What is 39?