Stocks & Bonds
A share of this represents ownership in a company
What is a stock?
Don't put all of your eggs in one basket
What is diversification?
The 1929 stock market crash kicked off this historical period
What is the great depression?
Humble Omaha investor running Berkshire Hathaway
Who is Warren Buffet?
This employer sponsored account lets you save $19,000/year tax deferred
What is a 401(k)?
This investment is like a loan to a company or government
What is a bond?
An investor can use this to invest in a group of stocks with one transaction
What is a mutual fund?
In 1817, this stock trading location was founded
What is the NYSE?
Former chairwoman of the Federal Reserve
Who is Janet Yellen?
This account lets you save money now that can be withdrawn tax free in retirement
What is a Roth IRA?
FANG
What is Facebook, Amazon, Netflix and Google?
Historical real returns on the stock market (%)
What is 7%?
Pets.com is an oft-cited example of companies swept up in this early 2000s craze
What is the tech bubble?
Warren Buffet's right hand man
Who is Charlie Munger?
Receiving social security benefits requires you to work for this amount of time
What is 10 years?
If you buy a stock for $100, receive a $5 dividend, and then sell the stock one year later for $110, your return is this percent
What is 15%?
The idea that investors will only take more risk if it leads to more return
What is modern portfolio theory?
Location of the 1630s tulip craze
What is Holland?
Former CEO of Vanguard, credited with creating the index fund
Who is Jack Bogle?
Public sector version of a 401(k)
What is a 403(b)?
When interest rates rise, the value of the bonds you own does this
What is falls?
The risk free rate is approximated by the interest rate on
What is the 3 month treasury bill?
The first publicly traded company
What is the Dutch East India Company?
Considered the father of value investing
Who is Benjamin Graham?
Penalty for taking money from a retirement account early
What is 10%?