Getting Started
Child's Play
Happy Hour
TCKD
Death & Taxes
Basics
100
The most famous stock exchange in the US is the New York Stock Exchange which was founded in 1817 on this Street in New York City.
What is Wall Street?
100
If you buy a jacket with no sleeves and sell it for a profit, it would be considered a successful one of these.
What is an investment?
100
This one’s for you. Anheuser-Busch InBev has this very friendly ticker symbol.
What is BUD?
100
GOOGL is the ticker symbol for this company.
What is Alphabet?
100
Retirement accounts (IRAs, 401ks, etc.) of owners who pass away but have this designated will bypass probate, which is public, expensive, and time-consuming.
What are beneficiaries?
100
The term for investments issued by corporations or governments in which the investor receives proof of ownership.
What are securities or stocks?
200
When a company chooses to “go public” and has the first sale of stock it has one of these.
What is the initial public offering or IPO?
200
This class in school is also a ratio used in value investing which relates a stock’s price to the company’s earnings.
What is P/E?
200
An investment you have immediate access to.
What is a liquid investment?
200
This financial company’s ticker symbol is just the second part of our credit union’s name without the T.
What is VISA?
200
When an appreciated stock or mutual fund is sold after a holding period more than 1-year profits are taxed at this percent.
What is 15%?
200
The three most common types of investments.
What are Stocks, Bonds and Mutual Funds?
300
Company profits are distributed to shareholders most commonly as these.
What are dividends?
300
Homer Simpson often refers to this, a US stock market index comprised of 30 large companies.
What is DOW!?
300
This Dutch brewing company is the second largest alcoholic beverage company in the world but is still majority owned by the family that founded it.
What is Heineken?
300
The ticker symbol for this popular airline.
What is LUV?
300
When an appreciated stock or mutual fund is sold after a holding period less than 1-year capital gains (profits) are taxed as this.
What is regular income tax rate?
300
Another term for bonds from companies with the highest risk, often sold as High Yield Bonds.
What are junk bonds?
400
A firm that provides you access to the stock markets is known as this,
What is a brokerage?
**200 BONUS** IF Jess Ryan with The Compass Wealth Group and Raymond James is mentioned as part of the answer.
400
An investor who believes the stock market is likely to decline is often referred to as this animal.
What is a bear? Bull refers to an investor who expects the market to go up.
400
DAILY DOUBLE
What is Everclear?
400
HOG is the ticker symbol for this company.
What is Harley-Davidson Inc?
400
When an appreciated stock or mutual fund is inherited after the death of the original owner the beneficiary receives a _______. Which makes any gains made by the original investor before death tax-free to the beneficiary.
What is a step-up (in cost basis)?
400
A tax-free investment product issued by a government body or agency to raise money for any number of purposes.
What is a Municipal Bond?
500
This investing legend described the stock market as a device to transfer money from the impatient to the patient.
Who is Warren Buffett?
500
Much like when walking on unstable terrain, doing this when your portfolio is unstable after market drops helps reduce risk and improve results over time.
What is re-balancing?
500
This company ticker symbol STZ produces Corona Beer.
What is Constellation Brands?
500
This ETF is made up of 150 companies from the S&P 500 Index whose employees and political action committees (PACs) are highly supportive of Republican candidates.
What is MAGA?
500
This type of investment account does not provide a tax deduction for contributions but does provide tax-free growth and tax-free disbursements in retirement for you or your beneficiaries.
What is a Roth IRA?
500
A college savings account which provides tax-deferred growth and tax-free disbursements when used for educational purposes.
What is a 529?
Other acceptable answers:
What is a Coverdell Account or Educational Savings Account?