Also known as 'Structured' products, what unique derivative instrument do we utilize to capture an income stream while providing from potential price appreciation through exposure to stocks that otherwise do not provide any yield.
What are ELN's (Equity Linked Notes)
200
This person drove his first car through a concrete wall, landing of top of two cars on the other side.
Who is Brennen Hashem?
200
This symbol is used for a fund that has a screening process consisting of 5 screens for selecting securities.
What is FRDPX?
200
The to three priorities and organizational focus of Mike Mahoney, Head of Internal Sales.
What are Education, Technology, and Time Management?
200
The Global Total Return's exposure to Ukraine.
What is 3.01%
200
The dollar amount, per month, that the Federal Reserve is currently using to purchasing MBS/Treasuries.
What is a paltry $65 Billion?
300
This person has no less than five dogs.
Who is Heather Penrod?
300
This fund symbol represents Templeton's Flagship fund.
What is Templeton Growth, TEPLX?
300
The top goal on the current Advisor Consultant IPP.
What is OST? Will also take Glance.
300
The percentage (within 3%) of foreign equities in the Franklin Income Fund.
What is 14.66%
300
Is one of our many PM's that recently climbed Mount Everest.
Who is Dr. Hasenstab?
400
Their favorite junk food is Puffed Cheese Doodles.
Who is Jody Quesinberry?
400
This is Mutual's way to "Go Global"
What is Mutual Global Discovery, TEDIX?
400
The founder of Mutual Series.
Who was Max Heine?
400
The percentage (within 3%) of mid-cap exposure in the Mutual Global Discovery Fund.
What is 11.2%
400
A term used by profesionals in both Finance and Physics referring to borrowing money to increase the potential for return on an investment.
What is Leverage?
500
Used to be a "Barista"
Who is Julian?
500
This fund gives clients access to debt and equity from around the world?
What is Templeton Global Balanced, TAGBX?
500
The years Franklin aquired Templeton, then Mutual Series, to become Franklin Templeton Investments.
When was 1992 and 1996?
500
Aside from Natural Resources, the fund with the most exposure to Energy.
What is Templeton Growth Fund?
500
Founded Modern Portfolio Theory. Hint: Short for Harold.