Acronyms
Saying “I have to go to the ATM machine” is actually redundant because ATM stands for Automated ______ Machine
Teller
A 401(k) is a type of tax-advantage defined-contribution account designed to help you save for what withdrawal from working life?
Retirement
Founded in 1971, the National Association of Securities Dealers Automated Quotations is better known as what stock exchange?
NASDAQ
October 29, 1929 is a day in which the Dow Jones industrial average dropped 11% in a single day and is commonly known by what dark two-word phrase?
Black Tuesday
A measure of your money you might want to go over with your financial advisor is EBIT: earnings before ______ and taxes.
Interest
Fair Isaac Corporation came up with a way to calculate your creditworthiness, but you probably know the company as what four-letter acronym that's associated with your credit score?
FICO
An asset that you pledge as security for a loan is known as
Collateral
What credit card company adopted a gladiator or centurion into their logo in 1958? Although the image has taken less prominence in the brand over time, it still appears on the company's traveler's cheques, charge cards and credit cards.
American Express
Which mega company’s industrial average shows you how 30 top stocks in the United States are performing and serves as a benchmark that you can compare your investments to?
Dow Jones
If you sell a stock for more than it was worth when you bought it, it’s referred to as capital _____.
Gains
The term "ROI" is often used to describe the financial performance of an asset. ROI stands for "return on" WHAT?
Return On Investment
According to Benjamin Franklin, only this financial charge and death are certainties in life.
Taxes
On September 12, 2008 a collection of high-powered financiers gathered to (unsuccessfully) find an acquirer for what New York bank whose collapse accelerated the onset of the financial crisis?
Lehman Brothers
What type of investment is named after a Senator from Delaware and was established by the Taxpayer Relief Act of 1997? The defining factor of this type of investment is that contributions are not tax deductible
Roth IRA
______ is a measure of the volatility of an investment relative to the market as a whole.
Beta
Used to calculate an individual's tax liability and meaning gross income minus certain payments made during the year, AGI stands for what?
Adjusted Gross Income
"Don't put all your eggs in one basket" is a example of?
Diversification
What “S” venture capital film, founded in 1972 by Donald Valentine in Menlo Park, CA, shares its name with a large tree species that is one of the redwood tree types.
Sequoia Capital
Which A-term applies to paying off a debt over time, usually with a set schedule of payments?
Amortization
The ___ ______ is calculated by dividing the current stock price by the company’s earnings per share (EPS) over the past 12 months.
P/E ratio
Used in the context of evaluating the performance of an investment portfolio, what does the acronym CAGR stand for?
Compound Annual Growth Rate
What is the equation for your net worth?
Assets minus Liabilities
"The Oracle of Omaha" is a nickname often used to describe what legendary American investor?
Warren Buffett
ESG bonds are also known as
sustainable bonds or green bonds
A ______ loan is provided by a group of lenders who pool their resources to lend to a big borrower.
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