Bonds and Stocks
municipal
(blank) bonds are issued by state or local governments
municipal
bonds issued by state and local governments are called (blank) bonds
Jerome Powell
chairman of the federal reserve bank
front-end load
class A
back-end load
class B
no load
class c
growth
companies that reinvest profits rather than pay dividends are called (blank) stocks
guaranteed dividends
one advantage of being a preferred shareholder
direct investment
what is a long term technique where investors buy stock directly from a corporation
direct investment
what is a long-term technique where investors purchase stock directly from the company
buy and hold
what is a long-term technique where you purchase stock and plan to keep it for a while called
stock
what is a unit of ownership in a company called
expense ratio
what type of fund has management fees that shouldn't be more than 1%
formula for NAV
(total assets - total liabilities) / shares
below 2 billion
small cap
cyclical
(blank) stocks do well in a good economy, but poorly in a bad one
Securities and Exchange Comission
What does the SEC stand for
yield
What represents the cost of dividends as a percentage of the current price
registered
a (blank) bond is recorded in the owner's name by the issuing company
callable
a bond is (blank) when it can be paid off before its maturity date
premium bond
a bond issued for more than its face value is known as (blank)
morningstar
a company that rates mutual funds and ETF's from 1 to 5 stars based on how well they've preformed
call provision
a feature that allows a bond issuer to buy outstanding bonds from current bondholders before the maturity date is known as a (blank)
low cost, trades like stocks
advantages of ETF
junk
corporate bonds with low or no investment rating, called (blank) bonds, are risky and speculative
annual report
each year, companies prepare a report on the operations and financial condition of the company, what is the report called
investment grade
high-quality bonds are (blank) because they are considered safe, stable, and dependable
he mandates the banks/ interest rates, prices of goods
how does the chairman of the federal reserve bank impact consumers and investors financial decisions
blue chip stock
how is a stock of a large, well-established company classified
income stock
how is a stock that consistently pays a high dividend classified
mid cap
if a company is valued at 7 billion, what is it's market capitalization
bull
if stocks are on an upward trend some would say that we are in what kind of market
how much you invest
if you invest in the stock market, what is the most that you could lose
2-10 billion
mid cap
mortgage bonds
secured bonds, called (blank), are backed by specific assets of the issuing firm
par value
the (blank) is an assigned dollar value that is printed on a preferred stock certificate. This is used to calculate dividends
rate of return
the (blank) is determined by dividing the annual interest dollar amount of a bond by its current market price
face value
the amount a bondholder is repaid when a bond matures
overvalued
the higher the Price/Earning ratio the more (blank) a company's stock is
maturity
the principal of a bond must be repaid in full on its (blank) date
the maturity date
the principal or face value of the bond must be paid in full at (blank)
stock tickers
this machine was invented in 1867 and constantly keeps up-to-date prices of securities. It use to be on paper, now is electronic. What is it called
S&P 500
this popular index measure the performance of 500 widely held common stocks
debentures
what are corporate bonds backed by the general credit standing of a corporation called
capital gain, dividends
what are two ways to make money though owning a stock
dividends
what do we call earnings that are distributed back to shareholders
board of directors
what do we call the group of people elected by the shareholders to manage a corporation
Exchange Traded Funds
what does ETF stand for
National Association of Securities Dealers Automated Quotations
what does NASDAQ stand for
Standard and Poors
what does S&P stand for in the S&P 500
it has split
what does the letter "s" next to a stock-listing mean
fee charged when you withdrawal funds
what is a back-load
investors pay a commission
what is a front load
a fee
what is a load
investment fund that is traded on a stock exchange
what is an ETF
investment that follow benchmark index(S&P 500)
what is an index fund
big board
what is another name for the new york stock exchange
purchased through a broker/no fee
what is no-load
responsible for keeping the economy in balance through interest rates and money supply
what is role of chairman of the federal reserve bank
wall street police
what is the SEC purpose
New York Stock Exchange
what is the name of the largest stock exchange that in the US
you can see prices at any point
what is unique about the NASDAQ stock exchange
stock split
what strategy lowers the selling price of a stock and encourages more stock purchasing
defensive
what type of stock is one that remains stable in periods of economic decline
dividend
when a company is profitable, the stockholders often receive a distribution of money called (blank)
discount
when bonds sell for less than their face value, they are selling at a (blank)
premium
when bonds sell for more than their face value, they are selling at a (blank)
4:00 PM
when is NAV calculated
family of funds
when one investment company manages a group of mutual funds
junk bonds
which bond would have a low rating
they will want to keep the earnings to reinvest it back into the company
why a board of directors would not want to issue a dividend to shareholders, even though they made a profit
they effect the long-term of the funds
why are expense ratio funds important
corporation
a public (blank) issues stock that may be traded openly on the stock markets or over the counter
limit order
a request to buy and sell a stock at a specified price
selling short
a short-term strategy for investing that involves selling stock borrowed from a broker and replacing it at a later time
buying on a margin
a short-term strategy where you borrow money from your broker to purchase stock and increase your buying power
penny stock
a type of stock trading for under $5 per share
you can vote or have a say in the company
advantage of being a common shareholder
professionally managed, diverse, liquid, convenient
advantages of investing in mutual funds
registered
an (blank) bod is recorded in the owner's name by the issuer
convertible
an (blank) bond can be exchanged for a specified number of shares of common stock
zero-coupon
an (blank) bond is a type of bond that is sold below its face value, with no interest payments, and redeemable for its face value at maturity
general obligation
an (blank) bond is backed by the full faith and credit of the issuing governmental unit
revenue
an (blank) bond is repaid from the income generated by a project its designed to finance
debenture
an (blank) is a bond backed only by the reputation of the issuing corporation
bear
an (blank) market is characterized by the selling of stocks and pessimism
coupon
an (blank) or bearer bond is not registered in the owner's name by the issuer
Dow Jones
an index of 30 stocks representing a variety of industries. the world's best-known stock index
fixed-income
bond are considered (blank) investments because a specified amount of interest is paid on a regular basis
Net Asset Value
What does NAV stand for
