Indexes
Stock Terms
Mutual Funds
Dividend
Potpourri
100

The _______   _______  ________ ________ is a popular stock market index that tracks 30 U.S. blue chip stocks.

What is the Dow Jones Industrial Average?

100

If the stock market continues to go down in value, over a period of time, it is considered a ________ market?

What is a bear market?

100

Your Aunt Edna is going to retire soon, she is worried that her pension will not cover her living expenses, she asked you what should she do with her life savings of $2000,000., your advice to her would be to invest it in a __________ fund.

What is an Income Fund?

100

A _________ stock is a stock that has been designated as paying dividends?

What is a preferred stock?

100

Taco Bell is an example of a _______ name, therefore you can not buy shares of Taco Bell Stock, you must find it's parent company and buy stock in that.

What is a brand name?

200

Another popular index is called the ____  _ ____ ____, this index tracking the stock performance of 500 leading companies listed on stock exchanges in the United States. 

What is the S & P 500?

200

The _______ of ________ is the ruling body in a public company, they are responsible for applying changes to the company if the share holders agree through a voting process.

What is the Board of Directors?

200

You have learned that Europe has experienced a raise in their GDP and that their unemployment rate has come down.  Tariffs are not an issue for most European countries, you are now considering investing in a ___________ fund.

What is global fund?
200

Bank of America will pay $1.72 in dividends per share on April 11th.  I have 75 shares, how much in dividends will I receive?






$1.75

-



Declared



27.48%


What is $129?

200

Your Uncle Ted just won the lottery, he is going to hire a stock broker to help him navigate the market.  He has heard about people losing money with crooked investors.  Your advice to him would be to run a _____ ______ through FINRA and see if the broker has any past issues as well as his company.

What is a broker check?

300

What is the financial policy that caused the DJIA to lose some of it's gains since President Trump took office? 

What are tariffs?

300

A professionally licensed individual that is responsible for advising investors on buying stocks, bonds, mutual funds and retirement concerns is called a _________    ________?

What is a financial advisor or stockbroker?

300

Congratulations!  You just won $100,000. settlement from a work accident.  After you take care of your medical bills, you decide to invest in a ___________ fund to help build your wealth as you continue to work and live.

What is a growth fund, or a growth and income fund?

300

Dividend are helpful to people looking to earn extra income because they pay the stockholder _____ times a year depending on how many shares they own.

What is four?

300

Stocks are often referred to as "______", representing a small piece of a corporation.

What is a share?

400

This intelligent investor is a big fan of investing in indexes, he says "In my view, for most people, the best thing to do is to own the S&P 500 index fund."  

Who is Warren Buffet?

400

SBUX is the  ________  _______ of Starbucks and the stock is traded on _______  exchange.

What is ticker symbol and NASDAQ?

400

I have a friend that works at Acme Tech told me their CEO was going to be indicted on money laundering charges, I sold all 400 of my shares at a profit of $5.00 a share, I'm so lucky to have such a good friend.  This is also called ________ ________ .

What is insider trading?

400

A company decides to __________ revenue and pay it's shareholders and this is called a dividend.

What is divide?

400

Wawa, Chick-fil-A and Fiji Water are examples of ______  companies, there stock is not traded on an open public market.  Only employees may receive stock through a profit sharing system.

What is private?

500

The ___________ Index contains 7.35% Apple stock and 1.81% of Tesla stock.

What is the S & P 500?

500

When a company does well and has more revenue than it needs to operate, sometimes they will issue these payments to their stock holders.  They are typically distributed four times a year.

What are dividends?

500

Once the economy settles down, I'd like to invest in some mutual funds, I believe once Americans feel more confident in the economy people will begin to travel.  I believe a/an __________ fund is the best bet.

What is an industry or sector fund?

500

This coffee mecca has been gaining momentum in the US for decades, Americans love it!  I'm shocked to learn that __________ does not have any preferred stock outstanding!

What is Starbucks?

500

Due to too many Americans borrowing money and investing it in the stock market or the housing market, there have been several ________ throughout the past 100 years.

What is a crash?

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