What does IRA stand for in personal finance?
Individual Retirement Account
What does EBITDA stand for?
Earnings before Interest, Taxes, Depreciation, Amortization
Who was the first billionaire athlete?
Michael Jordan
Currently, Apple is worth more than the GDP of which country?
China, Japan, India, Germany, USA
Who is Head of Client Relations?
Me!
What is the most counterfeited banknote in the U.S.?
$20 bill
How quickly and easily a financial asset or security can be converted into cash without losing significant value.
Liquidity
What company was the first to reach a $1 trillion market capitalization?
Apple
What company holds the most expensive share of a stock?
Class A of Berkshire Hathaway >$540,000
What are the three service lines we offer at U-Finance?
Tax, Audit/Budget, & Data Analytics
What is the biggest brokerage firm in the world?
Fidelity
A comprehensive table of periodic loan payments, showing the amount of principal and interest that include each payment until the loan is paid off at the end of its term.
Ammoritization Schedule
What was the first publicly traded company in the world?
The Dutch East India Company
Name 3 of the top 5 largest companies in the stock market today.
Apple, Microsoft, Amazon, NVIDIA, Alphabet (Google)
What is the room number we meet in every week?
1-127
$40 trillion
Mutual Fund
Who was the first billionaire ever in the world?
John D. Rockerfeller
Microsoft is worth more than which of the following countries?
Brazil, Italy, Canada, Russia, France, UK
What is the U-Finance Instagram handle?
@ufinance_mn
How many stocks in the S&P500?
503
A financial metric which represents operating liquidity available to a business, organization, or other entity, including governmental entities.
Working Capital
What country first introduced income tax?
Great Britain
Pick one of the two months on average for the worst stock market returns (Since 1950).
September or October (-0.5 to -0.8%)
Name 3 of the 5 tax forms we generally work on at U-Finance
1023, 1023-ez, 1024, 990, 990-N