Portfolio Management
When a private company or corporation raises investment capital by offering its stock to the public for the first time
What is an Initial Public Offering (IPO)?
Everything a person or company owns, including cash, accounts receivable (money a company is going to receive), property, and goods.
What is an asset?
An increase in the amount of money which causes money to lose value.
What is inflation?
This lists your personal, work and education history
What is a résumé?
When a firm is obligated to put their clients first.
What is a fiduciary?
A type of security that signifies ownership in a corporation and represents a claim on part of the corporation's assets and earnings
What is a stock?
A financial statement that reports a summary of how the business incurs its revenues and expenses through both operating and non-operating activities. It also shows the net profit or loss incurred over a specific accounting period.
What is an income statement?
A decrease in the amount of money usually causes prices to fall.
What is deflation?
This designation is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. Owned and awarded by the _____________ Board of Standards, Inc.
What is a Certified Financial Planner (CFP)?
A term to describe the type of firm that is paid directly by clients for their services and can’t receive other sources of compensation, such as payments from fund providers
What is fee-only?
It is measured by using the standard deviation or variance between returns from that same security or market index. Commonly, the higher the _____, the riskier the security.
What is volatility?
The total amount of money a company receives from the services or products it sells. The _____ is higher than the profit, because in order to calculate the profit, you need to first see the costs of doing business.
What is revenue?
The correction period following an inflation which continues for a longer time causing business failures and unemployment.
What is a depression?
The term"MBA" is short for
What is a Master's (Degree) in Business Administration?
A _____ company may issue stock and have shareholders, but their shares do not trade on public exchanges and are not issued through an initial public offering (IPO).
What is private?
A sum of money paid to shareholders by a company out of its profits.
What is a dividend?
Cash and funds, but also machinery and tangible assets that can contribute to earning more money, like computers, company vehicles, etc. Intangible assets like expertise or reputation are not considered to be _____ .
What is capital?
When people use something, they gain something but give something else up. This is given up by doing one thing instead of another.
What is opportunity cost?
The ________ designation helps enforce professional standards in the accounting industry.
What is a Certified Public Accountant (CPA)?
The total market value of the investments that a person or entity manages on behalf of clients.
What are Assets Under Management (AUM)?
It is open from 9:30am EST to 4:00pm EST on Monday through Friday, unless it is a holiday.
What is the New York Stock Exchange?
All the expenses a company needs to pay for, like the cost of advertising, labor, bills, and taxes.
What is overhead?
This occurs when there is a low supply of a product that is unable to meet high demand.
What is scarcity?
This job position researches stocks, bonds, companies, and industries to assist bankers, investors, and corporate finance officers with mergers, acquisitions, and stock/bond offerings, as well as corporate expansions and restructuring.
What is a financial analyst?
A firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications.
What is a Registered Investment Adviser (RIA)?