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Created by Jamie Taylor, Thedford, NE
1A
The type of income you
receive from employment is
called ____________ income
earned
1B
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1C
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2A
____________ is ownership
in a corporation
stock
2B
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2C
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3A
This is income from sources
other than employment; like
investments, interest on
savings, a gift (ect)
Unearned income
3B
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3C
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4A
When you purchase a
_______ you are lending
money to an organization
(business or government)
bond
4B
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4C
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5A
A ________ is money or a
debt that you owe someone
else
liability
5B
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5C
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6A
This is any item you own that
is of economic value to you
asset
6B
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6C
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7A
Shares of a company that do
not guarantee a dividend and
have more risk and volatility
than preferred shares are
________ _________
Common stock
7B
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7C
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8A
This is a type of business
owned by stockholders and
has rights and responsibilities
as if it were a person
corporation
8B
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8C
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9A
______________ are part of
a company’s profits
(earnings) that it pays as
money to stockholders
Dividends
9B
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9C
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10A
This is someone who risks
funds by purchasing financial
products with the hope
investments will increase in
value over time
An investor
10B
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10C
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11A
This is the first sale of stock
to the public by investment
bankers
IPO – Initial Public Offering
11B
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11C
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12A
These are shares of
ownership of a company in
which the share holder is
guaranteed a dividend, but
have no voting rights
Preferred Stock
12B
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12C
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13A
This is a company owned by
a person, family, or small
group of investors that does
not sell shares of stock in the
company
Private Company
13B
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13C
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14A
This is a company that is
owned by investors who buy
shares of stock
Public company
14B
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14C
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15A
________ is the chance of
losing all or part of an
investment
Risk
15B
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15C
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16A
A _________ __________
is a place where shares of
publicly held companies are
bought and sold
Stock exchange
16B
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16C
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17A
_____________ indicates
how much and how quickly
the value of an investment,
market or market sector
changes
Volatility
17B
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17C
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18A
This stock is from companies
who have a consistent record
of relatively rapid growth and
earnings in all economic
conditions
Growth stocks
18B
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18C
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19A
These stocks pay higher than
average dividends
Income stocks
19B
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19C
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20A
Stocks from companies which
have a low market price
considering historical
earnings records and value of
assets
Value stocks
20B
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20C
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21A
These stocks are influenced
by changes in the economic
business cycle
Cyclical stocks
21B
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21C
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22A
These stocks are not
influenced by changes in the
economic business cycle
(and give good returns in
down times)
Countercyclical stock
22B
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22C
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23A
Stocks from companies with
potential for substantial
earnings
Speculative Stocks
23B
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23C
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24A
Stocks from nationally
recognized companies with
long records of profit,
dividend payments & good
reputation for management
Blue-chip stocks
24B
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24C
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25A
The net worth of a company
Book Value
25B
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25C
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26A
How much income a
company has available to pay
in dividends and reinvest as
retained earnings on a per
share basis
Earnings per share
26B
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26C
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27A
The relationship between the
price of one share of stock
and the annual earnings of
the company
Price/Earnings Ratio
27B
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27C
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28A
_________ measures a
stocks volatility compared to
overall changes in the stock
market
Beta
28B
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28C
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29A
A collection of investments
Portfolio
29B
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29C
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30A
The ability of an asset to be
converted to cash quickly and
without any price discount
Liquidity
30B
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30C
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31A
A period of overall rising
stock prices
Bull market
31B
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31C
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32A
A period of overall declining
stock prices
Bear market
32B
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32C
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33A
_____________ is the
amount borrowed
Principal
33B
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33C
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34A
The fee charged to a
borrower by a lender is called
_____________
Interest
34B
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34C
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35A
When you fail to meet a
financial obligation (like a
loan) you will ________ on
that obligation
default
35B
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35C
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36A
A _________ is a list of
estimated expenditures and
the expected ways to pay for
them
budget
36B
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36C
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37A
Increase in the value of an
item
Appreciation
37B
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37C
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38A
Decrease in the value of an
item
Depreciation
38B
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38C
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39A
A card that can be used to
borrow money or make
purchases is called a
_______
___________
Credit card
39B
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39C
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40A
This is a pre-authorized loan
with your bank or financial
institution that you can
access as needed
Line of credit
40B
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40C
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41A
This is a debt arrangement
that allows you to borrow and
repay and then borrow again
Revolving credit
41B
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41C
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42A
Your past record of making
payments on your liabilities is
called your ______ _______
Credit history
42B
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42C
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43A
Your capacity to borrow, often
expressed as a score, such
as FICO
Credit Rating
43B
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43C
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44A
__________ __________ is
the net worth of a company
Book Value
44B
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44C
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45A
The amount by which
proceeds from the sale of a
capital asset exceed the
original investment is reffered
to as: ________ ______
Capital Gain
45B
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45C
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46A
A ___________ is an
economic good; usually a
product of mining or
agriculture
Commodity
46B
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46C
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47A
A ___________ is a security
whose price is dependent
upon one or more underlying
assets (strictly a contract
between two or more parties)
Derivative
47B
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47C
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48A
Distributing funds among a
variety of investments to
minimize overall risks is
called:
Diversification
48B
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48C
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49A
The amount of money that
remains after subtracting the
company’s expenses from its
revenue
Earnings
49B
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49C
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50A
A security that tracks an
index, industry, commodity or
a basket of assets (like an
index fund), but trades like
stock on an exchange
ETF – Exchange Traded Fund
50B
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50C
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51A
The amount a willing buyer
will pay a willing seller for an
asset, like stock
Market Price
51B
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51C
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52A
An investment vehicle that is
made up of a group of
investments for the purpose
of investing in securities and
similar assets
Mutual Fund
52B
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52C
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53A
The increase or decrease in
the original purchase price of
an investment
Rate of Return
53B
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53C
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54A
This index tracks stock
market activity for the top 500
US stocks
Standard & Poor’s Index
S&P 500
54B
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54C
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55A
Shares owned by existing
stockholders are divided into
a larger number of shares
Stock Split
55B
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55C
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56A
An abbreviated trading
symbol name is called a:
Ticker Symbol
56B
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56C
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57A
Your net worth is equal to
your _________ minus your
_____________.
Assets, Liabilities
57B
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57C
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58A
_______ & _______ need to
be evaluated before an
investment is chosen.
Usually the higher the ____,
the higher the _____.
Risk, Return
58B
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58C
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59A
Some common portfolio
management issues are
________, investment
income, _______, capital
gain, _________ & tax
planning
Liquidity, Risk, Diversification
59B
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59C
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60A
The rule of 72 says:
_____ divided by _________
will be equal to the number of
yeas it will take an investment
or debt to double
72, Rate of Return
60B
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60C
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61A
______ & ________
investments include depositing
money in a bank savings
account, and purchasing a
bond. The return on these
investments is _______ or
discount on face value.
Savings, Debt
61B
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61C
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62A
_______ investments include
stock, mutual funds,
commodities, derivatives, and
capital assets. The return on
these assets is a ______ or a
capital gain.
Equity, dividend
62B
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62C
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63A
There is ______ ______ to
money! We see it in _______
& opportunity cost.
Time value, Inflation
63B
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63C
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64A
There are three types of
__________________ :
Interest Income, Dividends &
Capital Gain
ROI – Return on Investment
64B
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64C
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