TMG
The name of Mather Group's CEO
Who is "Jeff Pierce"
Widely considered the greatest investor of all time.
Who is "Warren Buffet"
Another name for owning or holding a security in hopes the price increases.
What is being "long"
The 1929 stock market crash created this period of time.
What is the "Great Depression"
A sum of money paid regularly by a company to its shareholders out of its profits.
What is a "dividend"
There are approximately 65 individuals at The Mather Group that hold this designation.
What is "CFP" or "Certified Financial Planner".
A term used for having negative sentiment about the stock market.
What is "bearish" or "being bearish".
Selling a stock which one does not own at the time, usually on margin, with hopes the price declines.
Another name for the nearly 50% decline in global stocks from 2007 to 2009.
What is the term used for money paid regularly at a particular rate for the use of money lent or for repayment of debt.
What is "interest"
Name two of the three types of "planning" TMG assists their clients with.
What is "retirement planning or financial planning", "tax planning" and "estate planning"
The main stock the 2021/2022 meme stock frenzy was based on.
What is Gamestop or $GME
This is a speculative trading strategy in financial markets where a tradeable asset is held for one or more days (but short term) in an effort to profit from price changes.
What is "Swing Trading"
The name of the largest stock exchange in the world.
What is the "NYSE" or "New York Stock Exchange"
These were developed in late 90s as a way to provide access to passive, indexed funds to individual investors.
What is an "ETF" or "Exchange Traded Fund"
Where did Stewart Mather work prior to founding TMG?
What is UBS
The most expensive publicly traded stock currently.
What is "Berkshire Hathaway" or "BRK.A"
The term used when allowing traders to purchase or sell a large quantity of securities executed as a single trade and allocated to different clients/entities.
What is "Block Trading"
The name of the current federal reserve chairman.
Who is "Jay Powell" or "Jerome Powell"
This is a form of security analysis that uses price data and volume data, typically displayed graphically in charts.
What is "Technical Analysis"
Jacob Zatz's middle name.
Who is "Steven"
The top three companies with the largest market caps in the US in no order.
What is Apple, Microsoft & Google
The simultaneous purchase and sale of a security at a fixed price.
What is a "Straddle"
What was the top performing sector in 2022? Ex. Financials, Real Estate, Tech, Materials, Energy, Consumer Discretionary, Communications...
What is "Energy"
What is the current federal reserve interest rate target/bank rate.