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personal financial planning

Questions and Answers of Personal Financial Planning

16. Shares of stock that represent ownership interest and give stockholders voting rights in the company are called .
15. A(n) is an agreement to buy or sell a specific commodity or currency at a set price on a set date in the future.
14. The difference between a bond’s selling price and its face or maturity value is the .
13. An investment that allows investors to legally avoid income taxes is called a(n) .
12. A(n) is used to deposit money from stock sales and to pay for stocks when they are purchased.
11. When an investment cannot be turned into cash quickly without a penalty, it is said to be .
10. Choosing a combination of stocks, bonds, mutual funds, or other investments to limit risk and increase returns is known as .
9. Items bought for their investment value, such as art objects or coins, are called .
8. A(n) is an item of value that is bought and sold in a market, such as corn or silver.
7. Buying stocks or bonds directly from companies and holding them individually is known as .
6. When an employee is , he or she has legal rights to a retirement account.
5. A(n) is a document that outlines how a business plans to succeed.
4. Shares of may pay a guaranteed dividend to shareholders.
3. A(n) is a contract purchased from an insurance company that guarantees a series of regular payments for a set time.
2. is the process of moving a retirement account balance to another qualified retirement account.
1. Buying stock in a mutual fund or REIT is a type of .
1. Choose a job in hospitality and tourism to explore further. Select a job from the list above, or choose another job in this career area.
10. What is an investment club?
9. How does a REIT work? Why is it safer than direct investment in real estate (owning rental property)?
8 What is a futures contract? Give three examples of commodities.
7. What are two ways in which an investor can make money on rental property?
6. What risks are associated with owning rental property?
5. Why are collectibles considered high-risk investments?
4. What is a business plan? Why is studying the business plan important when considering a business venture investment?
3. Why are common stocks considered a risky direct investment?Why do common stockholders take more risk than preferred stockholders?
2. Compare common stock with preferred stock.
1. Describe two ways to make money from stocks.
Explain why indirect investing options reduce risk.
Discuss trading futures contracts for commodities.
Describe direct investing and the risk it involves.
Compare common stock with preferred stock.
Describe several high-risk investment options.
10. Which type of mutual fund has a better potential for high returns:a bond fund or a stock fund? Which of these two funds has a higher risk?
9. What is asset allocation?
8. Give two advantages of buying mutual funds rather than individual stocks or bonds.
7. Explain why mutual funds are a form of indirect investing.
6. Why is having a retirement account that is portable important?
5. What is the advantage to having a tax-deferred investment account?
4. Describe three types of employer-sponsored retirement plans.
3. What types of retirement accounts are available for people who are self-employed?
2. How are traditional IRAs and Roth IRAs similar? How are they different?
1. List three types of retirement accounts that can be opened by an individual.
Describe mutual fund investing and give advantages of investing in mutual funds.
Discuss the importance of portability for retirement plans.
Describe retirement account options provided through employers.
List the various kinds of retirement plans that can be opened by an individual.
12. How can an investment be considered low-risk if it is not insured?
11. Explain how an annuity can help provide financial security during retirement.
10. What is the purpose of a clearing account?
9. How are corporate bonds different from government bonds?
8. When a bond sells at a discount, do you pay more or less than the face value of the bond? Why might a bond sell at a discount?
7. List several examples of low-risk savings and investing options.
6. Why do some CDs pay higher interest rates than other CDs?
5. Explain the purpose of early withdrawal penalties for CDs.
4. How is a money market account different from a regular checking account?
3. Why is a savings account considered a low-risk savings option?
2. Give three examples of options for liquid savings.
1. Explain why having liquid savings is important.
Discuss how annuities can be used to provide for financial security.
Explain how corporate bonds are different from government bonds.
Give examples of low-risk savings and investment options.
Give examples of savings options that are liquid.
Discuss the importance of having liquid savings.
6. What long-term goals will you keep in mind as you choose your investments?
5. What amount of money will you plan to invest each coming month or year to help build your portfolio?
4. What percentage of your savings, if any, will you place in the speculative investments portion of the portfolio? What will this amount be in dollars?
3. What percentage of your savings will you place in the growth investments portion of the portfolio? What will this amount be in dollars? What types of investments will be in this part of the
2. What percentage of your savings will you place in the conservative investments portion of the portfolio? What will this amount be in dollars? What types of investments will be in this part of the
1. What percentage of your savings will you place in the foundation portion of the portfolio? What will this amount be in dollars? What types of investments will be in this part of the portfolio?
18. Any place where investments or assets are bought and sold is called a(n) .
17. The chance that the rate of inflation will be higher than the rate of return on an investment is called .
16. An amount of money set aside to handle expenses related to unplanned events is called a(n) .
15. When stock prices are steadily increasing over time, this type of market is called a(n) .
14. The chance that activities or events that affect a company will change the value of an investment in that company is called .
13. is the ability to prepare for future needs and meet current expenses to live comfortably.
12. The chance that an event in politics will affect the value of an investment is called .
11. Holding a variety of investments in order to reduce risk is called.
10. The potential for change in the value of an investment is called.
9. When stock prices are steadily decreasing over time, this type of market is called a(n) .
8. A(n) is a debt instrument issued by a corporation or government that requires the issuer to pay the bondholder the loan principal plus interest at maturity.
7. Saving and investing the same amount of money each month regardless of market conditions is using the strategy.
6. A(n) is a collection of investments, such as stocks, bonds, and real estate.
5. The chance that factors that affect an industry as a whole will change the value of an investment is called .
4. When taxes are not levied against gains until the money is taken from the account, the investment is said to be .
3. Unplanned events, such as emergencies, are called .
2. A measure of the ability to turn an investment into cash quickly is called .
1. Shares of ownership in a corporation are called .
1. Choose a job in marketing, sales, and service to explore further. Select a job from the list above, or choose another job in this career area.
11. Some of the skills and traits needed for a career in marketing, sales, and service include the following:Knowledge of products Ability to work with others Communications skills showing patience
10. When the economy is slowing down and stock prices are falling, why might an investor buy stocks?
9. When the economy is growing and stock prices are rising, why might an investor sell stocks?
8. How is a bull market different from a bear market?
7. What are some factors that will affect the types of investments a person may need in an investment portfolio?
6. What types of investments should be the foundation of an investment portfolio?
5. What is an investment portfolio?
4. How does diversification lower investment risks?
3. What is dollar-cost averaging? What is the advantage to using this investment strategy?
2. Why is having a long-term saving and investment strategy important?
1. Explain how to save and invest using a systematic strategy.
Discuss buying and selling strategies in times of economic growth and decline.

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