Budgeting
Goals
Stocks
Bonds
Random
100

A list of planned expenses and revenues(income)

What is a budget?

100
The age when you should start setting goals.
What is any age?
100

This is a share in the ownership of a company.


What is a stock?

100
The expiration date of a bond.
What is the maturity date?
100
When a company chooses to sell shares of stock to the public for the first time.
What is an Initial Public Offering (IPO)?
200

An expense that changes from one period to the next.

What is a variable expense?

200
A goal planned within 1 year of today.
What are short term goals?
200

This major U.S. stock market index includes 30 large public companies like Apple and Nike.


What is the Dow Jones Industrial Average (Blue 30) ?


200
The interest rate of a bond.
What is a coupon rate?
200
A fund that sells shares to investors in order to collect a pool of money that is then used to by various investments. A less riskier way to invest then buying a single common stock.
What is a mutual fund?
300

What is the main advantage of the pay yourself first method?

 What is guarantee money goes into savings  


300
Buying a house is an example of this.
What is a long term goal?
300

The concept of investing in multiple investments. "Not placing all your eggs in one basket"

What is diversification?

300
Interest payments on bonds.
What are coupon payments?
300
You bought 10 shares of Verizon for $20 a share, and a year later you sold the 10 shares for $28. This is how much money you made.
What is $80?
400

What does the 50 in the 50/30/20 rule stand for?


What is savings. 

400
A goal planned between 1 to 5 years from today.
What is a middle term goal?
400
Each company has a specific abbreviation used to list its trading price in the stock exchange.
What is a ticker symbol?
400
A type of bond issued by the US treasury (Government).
What is a treasury bond?
400
You buy a bond for $1000, with a coupon payments of $75 each year. Calculate the coupon rate.
What is 7.5% coupon rate?
500

A projection of future expenses or income.

What is a forecast?

500
Graduating from college.
What is a middle term goal?
500

A standard against which a stock can be measured. Used to compare a stock to an index or similar investment.

What is a benchmark?

500
Bonds from companies with high risk.
What is a junk bond?
500
These companies ticker symbols are: F VZ AAPL
What are Ford, Verizon, and Apple?
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