Investing
Stocks & Bonds
Retirement Accounts
Market Strategies
Risk & Return
100

What is the act of allocating resources, usually money, to generate income or profit?

What is Investing?

100

What is a loan made to a corporation or government in exchange for periodic interest payments?

What is a Bond?


100

what is the tax-advantaged account designed for retirement savings?

What is an Individual Retirement Account (IRA)?

100

A stock market index that measures the stock performance of 500 large companies listed on stock exchanges

What is the S&P 500?

100

The rate at which the general level of prices for goods and services rises

What is inflation?

200

What is the term for the money received from an investment?

What is a Dividend?

200

What do you call a person who buy and sells securities on behalf of clients?

What is a Broker?

200

What is the difference between a Traditional and a Roth IRA?

What is Traditional IRAs are funded with pre-tax dollars, while Roth IRAs are funded with after-tax dollars?

200

The ability to buy goods and services with a given amount of money

What is Purchasing Power?

200

The potential for loss in investing

What is Risk?

300

What do you call the return on an investment expressed as a percentage?

What is a Rate of Return?

300

What is the term for a share in the ownership of a company?

What is a Stock?

300

What is the investment strategy that involves buying and holding assets for long-term growth?

What is Passive Investing?

300

The practice of buying an asset at different prices over times?

What is Dollar Cost Averaging?

300

An automated platform that provides financial planning services with minimal human intervention

What is a robo-advisor?

400

WHAT IS THE STRATEGY OF INVESTING IN A VARIETY OF ASSETS TO REDUCE RISK?

What is Diversification?

400

What is the fixed payment made to bondholders?

What is a Coupon?
400

What type of account allows workers to save for retirement with pre-tax dollars?

What is a 401(k)?

400

What is the benefit of investing in an Exchange-Traded Fund (ETF)?

What is diversification and lower fees?

400

What is the term for the money shareholders receive from a company's profits?

What is a Dividend?

500

What is the practice of consistently investing a fixed amount over time?

What is Dollar Cost Averaging?

500

What is the name of a fund that holds stocks and bonds, typically for retirement savings?

What is a Mutual Fund?

500

What type of plan is this? A retirement plan that provides a fixed sum to employees for after they retire

What is a Pension Plan?

500

An investment strategy that aims to match the performance of a market index?

What is an Index Fund?

500

A mutual fund that automatically adjusts its asset allocation based on a target retirement date

What is a Target Date Fund (TDF)?

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