STOCKS
BONDS
C.O.D
SAVINGS
MUTUAL FUNDS
100

Ownership in a company.

What is socks?

100

Its shares are owned by a relatively small group of people and not traded openly in the stock markets.

What is dept investments/bonds?

100

CDs may be purchased for as little as ___

what is $500?

100

This is the main purpose of a savings account,to help people grow their....

What is money?

100

he money is invested in individual companies

What is mutual funds.

200

A person who buys and sells stocks to a customer.

What is a Broker?

200

It is lending money to a corporation

What is corporate bonds?

200

A Certificate of Deposit is typically offered by these financial institutions.

What are banks?

200

Savings accounts are typically offered by these financial institutions

What are banks and credit unions?

200

Mutual funds that invest in a variety of bonds, such as government or corporate bonds, are called this

What are bond funds?

300

A type of asset you buy that you hope will gain value over time.

What is investment?

300

Under what financial statement do bonds fall under?

what is long term liabilities?

300

This is the term for the fixed amount of time you agree to leave your money in a CD.  

What is term length?

300

This is the small percentage of money that a bank pays you for keeping your funds in a savings account.

What is interest?

300

There is a pre-determined goal date on which the investment will be sold

What is Target Dated Mutual Funds

400

This pays higher than average dividends compared to other stock issues

What is income stock?

400

Corporate bonds are lending money on interest. Stocks you are buying a portion of the company.

What is the difference between stocks and corporate bonds?

400

This type of CD lets you add more money to your account during the term, unlike a traditional CD.

What is an add-on CD?

400

Savings accounts usually limit this, the number of times you can transfer or withdraw money in a month

What are withdrawals?

400

This fee is charged annually by mutual funds to cover operating costs, expressed as a percentage of the fund’s average assets.

What is the expense ratio?

500

Its shares are owned by a relatively small group of people and not traded openly in the stock markets.

What is private corporations?

500

This type of bond is issues with the name of the owner

what is registered bond?


500

Unlike stocks, CDs have this kind of risk profile, making them a popular choice for conservative investors.

What is low risk?

500

This term refers to the minimum amount of money you must keep in a savings account to avoid fees.

What is the minimum balance?

500

Mutual funds are usually divided into these two main types, based on what the fund invests in.

What are equity funds and bond funds?