Accounts
The most-common form of an employer-sponsored, workplace retirement plan is called this.
What is a 401(k) plan?
The risk of losing value on a purchase intended to create value is called this.
What is Investment Risk?
This valuation statistic measures a company's valuation relative to its earnings.
What is P:E Ratio?
A security that represents ownership in a company is called this.
What is a stock?
During periods of high inflation, the Federal Research may do this (to interest rates) to help bring it down.
What is Increase rates?
State sponsored investment plans intended to facilitate higher education funding are called this.
What are 529 plans?
The risk to a lender that a borrower will not be able to pay back a loan, is called this.
What is Credit Risk?
The most common risk statistic in finance is called this? (used to calculate the spread of returns around an average)
What is Standard Deviation?
A security that makes you a lender to a company, Gov't or municipality is called this.
What is a bond?
Comapany-specific risk can be reduced through this concept.
What is Diversification?
Up to $35k of residual 529 assets can be converted into a _____ account for the beneficiary.
What is a Roth IRA?
The Risk that an asset will not be able to be sold quickly at fair market value is called this?
What is liquidity risk?
Yield refers to gains in an investment related to these types of cashflows
What are dividends and/or interest?
A "Junk" bond is also known as this.
What is a High Yield Bond?
Traditionally, this "growth" sector is expensive relative to its current earnings
What is technology?
An account for a minor that has an adult custodian and will automatically transfer to the minor once they reach the age of majority is called this.
What is an UTMA account?
Interest rate risk, is the risk that a bond's value will go down, as interest rates do this.
Go up.
This valuation statistic measures a company's valuation relative to the total value of the company (if all assets were liquidated)
What is Price:Book?
An investment that provides a guaranteed stream of income for a defined or indefinite amount of time is called this.
What is an annuity?
A contract/promise to buy or sell an asset at a predetermined price on a specific date is called this.
What is a Futures Contract?