History
This major U.S. stock market index lost nearly 90% of its value during the Stock Market Crash of 1929.
Dow Jones Industrial Average
In a GRAT, this is the term for the fixed annual payment that the grantor receives from the trust during the trust's term.
Annuity
Vehicle that allows individuals to invest in a diversified portfolio of real estate assets.
REIT
This publicly traded company became the first in the world to reach a market capitalization of $2 trillion.
Apple
The United States won this number of gold medals at the 2024 Paris Olympics
40
This major financial institution, founded in 1896, played a key role in the development of modern investment banking and was known for its merger and acquisition activities.
J.P. Morgan & Co.
As of 2024, this amount is the maximum that an individual can gift per recipient each year without incurring federal gift tax. What is this exclusion amount?
$17,000
This term refers to the strategy of investing in and restructuring underperforming or below market value companies with the goal of improving operations and profitability.
Distressed asset investing
Costco Wholesale is headquartered in this state.
Washington
As of August 2024, this is the most used social media platform in the world.
Leading up to the Stock Market Crash of 1929, many investors engaged in this risky practice when buying stocks.
Buying on margin
This type of trust allows the grantor to retain control over the assets and manage them during their lifetime, with the assets transferring to beneficiaries after their death.
Revocable living trust?
At $1.1 trillion in AUM, this is the largest alternative asset manager.
Blackstone
This is the largest financial market in the world, with an average daily turnover of over $6 trillion.
Foreign Exchange (Forex/FX) Market
This planet in our solar system is the furthest from the sun.
Neptune
The first U.S. one-dollar bill was issued during this year.
1862
Under the Tax Cuts and Jobs Act of 2017, the federal estate tax exemption was temporarily increased to this amount per individual, effective through 2025. (+ or - $500k)
$11.58 million
This early investment supports a startup's initial development, typically in exchange for equity.
Seed funding
Known for its global consumer goods and services, this is the parent company of brands like Dove, Lipton, and Ben & Jerry's.
Unilever
This large, flightless bird, native to Australia, is known for its powerful legs and is the world’s second-largest living bird by height.
Emu
Founded in 1694, this institution is one of the oldest central banks in the world and serves as the model for many modern central banks.
Bank of England
This form is used to report the estate tax liability of an individual's estate after their death.
Form 706
According to data from Carta, this percent of 2021 vintage venture funds have had zero distributions thus far.
90%
This type of bond is issued with no periodic interest payments, sold at a discount to its face value and pays the full face value at maturity.
Zero-coupon bond
Total number of regular season PGA events
36