Investing Basics
Retirement Planning
Risk & Reward
Market Terms
Famous Investors
100

What is the term for spreading investments across different asset classes to reduce risk?

What is Diversification?

100

What is the common age to withdraw from a 401k without penalties?

What is 59 1/2?

100

What is the term for the possibility of losing money on an investment?

What is risk?

100

What is the term for a prolonged rise in stock prices?

What is a bull market?

100

Who is the chairman and CEO of Berkshire Hathaway, a multinational conglomerate holding company"?

Who is Warren Buffett?

200

This term refers to the amount of risk an investor is comfortable taking on?

What is Risk Tolerance?

200

What type of IRA allows you to make tax-free withdrawals in retirement? 

What is a Roth IRA?

200
What type of bond is considered virtually risk-free?

What is a U.S. Treasury bond?

200

What is the opposite of a bull market?

What is a bear market?

200

Who is the CEO of Tesla, Founder and CEO of SpaceX, and Co-Founder of PayPal?

Who is Elon Musk?

300

What type of investment represents ownership in a company?

What is a stock?

300
What is the name of the federal program that provides income during retirement?

What is Social Security?

300

This popular Christmas plant is known for its bright red and green leaves and is often used as holiday decor?

What is a poinsettia?

300

A collection of financial investments like stocks, bonds, Mutual Funds, ETF's, and cash?

What is a portfolio?

300

This CEO of JPMorgan Chase led his bank successfully through the 2008 financial crisis? 

Who is Jami Dimon?

400

What is the process of earning interest on your already earned interest? 

What is compound interest?

400

This term describes the date by which you need to start withdrawing from certain retirement accounts, such as a traditional IRA, typically by age 73?

What is Required Minimum Distribution (RMD)?

400

This type of life insurance provides coverage for a set period of time, such as 10, 20, or 30 years?

What is Term Insurance?

400

An investment vehicle made up of a pool of many different stocks or bonds collected together to make one investment?

What is a mutual fund?

400

Who launched Facebook in 2004 as a Harvard student with the goal of connecting people online?

Who is Mark Zuckerberg?

500

What is the term for the original amount of money invested or loaned?

What is principal?

500

What type of investment allows clients to convert a portion of their retirement account into regular income payments for the rest of their life?

What is an Annuity?

500

This popular Christmas Beverage is made from milk, sugar, and whipped egg whites, and is often spiked with alcohol such as rum or whiskey?

What is Eggnog?

500

A portion of a company's earnings paid to shareholders on the shares of stock they own, usually paid quarterly?

What is a dividend 

500

Who Established Amazon in 1994 as an online bookstore, which later grew into the world's largest e-commerce platform?

Who is Jeff Bezos?