Account Types
Retirement
Investments
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100

This type of retirement account provides tax free earnings on your investment assets.

What is Roth IRA

100

A government program that provides supplemental income in retirement.

What is Social Security

100

Ownership in a publicly traded company is called this.

What is stock.

100

The S&P 500 is an index made up of how many of the United States largest companies?

What is 500

100

The largest wealth management firm in the world. 

What is UBS

200

The most commonly used investment account amongst employers.

What is 401(k)
200

As a general rule of thumb, an individual should earmark this % each month for retirement savings.

What is 20%

200
When selling an investment, the price at which you made the purchase is also called this.

What is basis

200

SEC is the acronym for this regulatory agency.

What is the Securities and Exchange Commission

200

Considered by many to be the most successful investor in modern times.

Who is Warren Buffett

300
This is the maximum amount you are able to contribute to a IRA on an annual basis before age 50. 
What is $7,000
300

By age 67, many experts suggest that you need this number times your income at retirement to retire.

What is 12

300

Through this process, you can spread out risk across many different asset classes.

What is Diversification

300

This index tracks the 30 U.S. Blue Chip stocks.

What is the Dow Jones.
300
The names of Andrew's children.

Rosie, Oliver, and Violet

400

The first and most important step in any savings plan.

What is Emergency Savings
400

This is the biggest retirement plan killer for those planning to retire before age 65.

What is healthcare

400

This investment allows you to pool your money with other investors to mutually buy stocks, bonds and other investments.

What is a Mutual Fund

400

Worldwide, there are this many stock exchanges.

What is 60

400

The spelling of Andrew's last name

What is Windschitl

500

This account is used to make gifts to a qualifying charity and allows investors to make fully deductible, lump sum contributions.

What is a Donor Advised Fund

500

This is the process of investing fixed dollar amounts at equal intervals on a regular basis

What is Dollar Cost Averaging

500
Lending money to a corporation or government entity for a set period of time is also known as buying this.

What is a bond.

500

Large, mid and small are terms used to define this when considered the relative size of a company in the stock market.

What is Market Cap

500

The exam an individual needs to pass in order to solicit, purchase or exchange in all securities products

What is the Series 7.

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