Investment Vehicles
This type of investment allows you to pool your money with other investors to purchase stocks, bonds, or other assets, managed by a professional.
What is a mutual fund?
What company trades under the ticker "MCD?"
McDonald's
This three-letter acronym stands for the total market value of all final goods and services produced within a country in a year
What is GDP (Gross Domestic Product)?
Known for its iconic bull logo, this major investment firm is a global leader in wealth management.
What is Merrill Lynch?
This acronym stands for the rate charged to borrowers, typically on loans or credit card balances.
What is APR (Annual Percentage Rate)?
This type of investment vehicle, issued by corporations to raise capital, pays periodic interest and returns the principal on a fixed maturity date.
What is a corporate bond?
What company trades under the ticker "NKE?"
Nike
Often seen as a precursor to economic change, this index measures the average change in prices over time that consumers pay for a basket of goods and services.
What is the CPI (Consumer Price Index)?
Famous for its credit ratings, this firm's name is often mentioned alongside Moody's and Fitch when assessing the creditworthiness of corporate or governmental entities.
What is Standard & Poor's?
This three-letter acronym refers to the profit you earn from an investment relative to its cost.
What is ROI (Return on Investment)?
Often favored for estate planning, this type of trust can be set up to provide tax advantages and income for its beneficiaries.
What is a REIT (Real Estate Investment Trust)?
What company trades under the ticker "FORD?"
Forward Industries
This economic indicator reflects the percentage of the labor force that is without jobs yet actively seeking employment.
What is the unemployment rate?
Known for its stringent secrecy and wealth management services, this Swiss bank was founded in 1856 and has a three-letter name.
What is UBS (Union Bank of Switzerland)?
Often used in retirement planning, this acronym represents a tax-advantaged investment account in the United States.
What is IRA (Individual Retirement Account)?
This type of investment is known for using strategies like leverage, short selling, and derivatives to amplify returns and can be less regulated than other funds.
What is a hedge fund?
What company trades under the ticker "BA?"
Boeing
This key rate set by the Federal Reserve influences interest rates throughout the banking system, affecting loans and mortgages.
What is the Federal Funds Rate?
Founded in 1869 and headquartered in New York City, this prestigious investment bank's name includes the last names of a German immigrant and his son-in-law.
What is Goldman Sachs?
This type of fund trades on stock exchanges much like stocks but holds assets such as stocks, commodities, or bonds.
What is an ETF (Exchange Traded Fund)?
This investment vehicle derives its value from an underlying real asset or group of assets, often used to hedge against inflation or economic uncertainty.
What are commodity futures?
What company trades under the ticker "REGN?"
Regeneron Pharma
This index, compiled from a survey of purchasing managers in the manufacturing sector, is a leading indicator of economic health.
What is the PMI (Purchasing Managers' Index)?
This UK-based multinational banking and financial services holding company operates under a name that reflects its origins in a Chinese word for "lion."
What is HSBC (Hongkong and Shanghai Banking Corporation)?
This financial acronym represents the mandatory rules set by the SEC for brokers to provide transparency in their stock trading activities.
What is REG NMS (Regulation National Market System)?