Indexes
This index shows the market value of the top 500 public companies over time.
This is the basic definition of retiring.
What is having enough saved that you can afford life without having a constant income.
A group investment.
What is a Mutual Fund?
AMZN to Amazon.
What is a ticker symbol?
The average ROI that would make the investment a "successful" investment.
What is 8-10%?
This index shows the market value of the top 30 public companies and is often used to portray the health of the market.
What is the DOW Jones.
What is an Individual Retirement Account.
This is the difference between Bonds and Certificates of Deposit.
Bonds = Federal Government
CDs = Banks / Credit Unions
This term describes how easily the asset can be accessed to invest in other areas.
What is liquidity?
True or False
Americans can only invest in domestic companies or markets.
What is False?
How often are indexes updated for accuracy?
What is Quarterly.
This form of investment is funded with pre-taxed money so you will not have to pay income taxes upon withdrawal.
What is a Roth Account?
This is a tiny portion of a company that can be purchased by the public.
What is a share?
This is the term used to describe how fragile a stock is.
What is volatility?
After this portion of time the goal is no longer a short term goal and now considered a long-term goal.
What is anything longer than 6 months?
This is the index that takes in account over 2,500 stock prices to factor in the volatility as a whole market.
What is the NASDAQ Composite Index?
As you age your retirement portfolio tends to be more like this.
What is lower risk and more focus on asset retention over asset accumulation.
This is the amount of outstanding shares available to the public.
What is the market cap?
What is dividends?
This is someone you can trust with their financial opinions and that they are looking out for your best interest. They have taken exams to prove they have an understanding of financial strategies and ethics.
What is a Certified Financial Advisor.
This explains the basic concepts of an Index Fund.
What is a mutual fund that targets companies that are focuses on investing along with the major indexes.
This is a nationally funded program to help all Americans upon retirement after years of contributions into this program.
What is social security?
These two animals are used to represent whether the market is in a time to buy or a time to hold.
Bear and Bull Market
This what the tax allocation you will have to report for profits made from investments.
What is Capital Gains?
That is the explanation of a target date fund?
What is a mutual fund that starts off fairly risky and as the fund and you age the assets begin to shift to a safer portfolio.