The owner of a companies shares.

A fee you’ll be charged for withdrawing money before a CD’s maturity date

Before investing any funds, it is strongly advised that there is approximately ______-_______ months living expenses in a liquid account.

A security in which the investor loans money to a company or government, then pays regular interest to the bondholder and returns the principal on the bond’s maturity date

There are no consequences for withdrawing money from a CD before the maturity date

A bond, often having tax advantages for individual investors, issued by a state or local government, typically uses the loan to pay for public works to benefit its citizens.

Buying and Selling StocksRandy just bought 800 shares of stock in Facebook at $19.50 per share. A stock company that you have been working with charges $10 per transaction and you want to sell because the current rate for your shares skyrocketed and is at $34.50 per share. How much did Randy buy from Facebook?

The amount you earn as profit from your investment based on your deposited amount, usually expressed as a percentage

A collection of stocks and/or bonds combined into one fund, which will be traded as a unit, typically chosen and actively managed by an expert in exchange for a fee from each investor.

The act of investing in a large variety of stocks, bonds and/or alternative investments, like gold or real estate, as a way to reduce your overall risk.

The time period an investment is intended to last

The chart used to show the value of a $1 through various investments and timeframes is called:

True or False: An IRA or 401K can be invested in several different kinds of investments

A certificate issued by a bank to a person depositing money for a specified length of time.

A payment made by a publicly traded corporation to its shareholders

The overall collection of investments held by a person.

A 529 is an investment vehicle that helps save for education for children. These accounts are generally invested in:

An investment program funded by shareholders that trades in diversified

An amount of money paid by a company regularly to it's shareholders

A part into which a companies capital is divided, entitling the shareholder to a portion of the profits.

A sudden and extreme downturn in stock performance/value

A raw material or primary agricultural product that can be bought and sold, such as copper or coffee

Degree of uncertainty on how likely the investor is to make money on an investment

True or False: It is appropriate for someone who is contributing funds close to their retirement age to invest aggressively.

A share of the value of a company, which can be bought, sold or traded as an investment and which gives the investor partial ownership of the company

A market where shares in corporations are bought and sold through an organized system.

A bond, generally considered to be a risk-free investment, issued by the U.S. Treasury, with a maturity of more than 10 years.

A mutual fund that invests in the stocks that are the basis of a well-known stock or bond index

Semiannually means

A type of savings that signifies that you own a part of a corporation and a claim to their assets and earnings.