Stocks
The purchase or sale of shares of a stock.
Trade
A(n) ____ offers a way to bypass brokers and commissions and invest directly in a company. (Hint: Dividends)
DRIP (Dividend Reinvestment Plan)
The term for spreading risk by putting money in a variety of investments.
Diversification
The potential __________________ is the expected earnings on an investment for a given period of time.
Rate of return
The government agency that regulates the purchase and sale of securities to protect investors
Securities Exchange Commision (SEC)
A share in the ownership of a corporation.
Stock
When a company decides its stock price is too high, it ____.
Declares a stock split
A legal document that gives a detailed description of a security.
Prospectus
Investing differs from saving because investing has the risk of __________________
Losses
A 401(k) is tax ________
Deferred
Stock that has voting rights and receives dividends declared by the company.
Common Stock
A type of stock that pays a regular dividend at a fixed rate.
Preferred Stock
A collection of securities and other assets a person owns.
Portfolio or Investment Portfolio
he most popular investments, stocks, bonds, and mutual funds, are called ______________________________.
Securities
Create a(n) ____ to identify the treatments you do or do not wish to receive in the case of terminal injury or illness.
Living will or Healthcare directive (Either term is fine)
A portion of a company’s earnings that is paid to stockholders.
Dividend(s)
Name one difference between Common Stock and Preferred Stock
1. Common has voting rights and Preferred does not.
2. Preferred has a fixed dividend rate
3. In the case of a company failing Preferred gets paid before Common
A certificate of debt issued by a corporation or government.
Bond(s)
Perform a _________to move retirement savings from one account to another account without incurring penalties and taxes.
Rollover
The assets and liabilities a person leaves when they die.
Estate
Stocks of companies whose sales are relatively stable across the ups and downs of the economy are classified as____________stocks
Defensive
A secondary market where securities are bought and sold through stock brokerages.
In addition to the term, bonus 200 points if you can name the two largest ones of these in the USA
Securities Exchange
BONUS:
New York Stock Exchange (NYSE)
National Association of Securities Dealers Automated Quotations (NASDAQ)
Which of the following terms refers to quick and unexpected changes in value or price?
Volatility
Retirees who want stock from companies that pay above-average dividends to investors should purchase _________ stocks.
Income
A person appointed to carry out the terms outlined in a will.
Executor