Misc.
College Funding
Portfolio Construction
Lending/Borrowing
Income Investing
100

Buy Low and Sell _______?

What is High

100

A plan that allows for state tax deduction, deferred growth, and tax free withdrawals if used for a qualified education expense.

What is a 529 plan?

100

Investing in a lot of different things to reduce risk.

What is diversification?

100

A HELOC is a loan available to homeowners, where THIS, acts as collateral

What is, the home?

100
"Risk-Free" Bonds are securities issued by this.

What is the U.S. Government?

200

The ease with which something can be converted to cash is know as this.

What is liquidity?

200

This investment is not included in the calculation for financial aid:

- 529 Plan
- UTMA Accounts
- Cash Value of Life Insurance

What is Cash Value of Life Insurance

200

A 20 year old's 401k should have ____ risk than a 60 year old's 401k

what is more

200

Security Based Lending is a loan arrangement where THIS acts as collateral.

What is, your account?

200

Public mutual funds that invest in a pool of real estate while distributing rental income to shareholders is know as this.

What is a REIT (Real Estate Invesment Trust)?

300

A company can return capital to stockholders through this mechanism

What is a dividend?

300

If unused, $35k from a 529 plan can fund this, for the beneficiary

What is a Roth IRA?
300

When stocks underperform, this asset class typically rallies

What is bonds?

300

Borrowing a stock and selling it, with the hope of the price dropping (so it can be re-bought for less) is known as this.

What is shorting?

300

An insurance product that creates a guaranteed stream of income for life.

What is an Income Annuity?

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