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1 Account or arrangement in which one would put their money for long-term growth; should not be withdrawn for a suggested amount of time (more than five years) Investments Click here for answer back

2 Piece of ownership in a company or mutual fund. back Click here for answer Share

3 Contract sold by an insurance company, designed to provide payments to the holder at specified intervals. This particular annuity has a varying rate of return based on the mutual funds in which one has invest. back Click here for answer Variable Annuity

4 back Click here for answer Aggressive Growth Stock Mutual Fund mutual fund that seeks to provide maximum long-term capital growth from stocks of primarily smaller companies or narrow market segments; dividend income is incidental; the most volatile fund; also referred to as a small-cap fund.

5 back Click here for answer Portfolio a list of your investments

7 back Click here for answer CD (Certificate of Deposit) Savings account, usually at a bank, with a slightly higher interest rate because of a longer savings commitment (i.e. six months, one year, etc.)

1 Quality of an asset that permits it to be converted quickly into cash without loss of value; availability of money. back Click here for answer Liquidity

2 Contract sold by an insurance company, designed to provide payments to the holder at specified intervals, usually after retirement; the holder is taxed at the time of distribution or withdrawal, making this a tax-deferred arrangement. back Click here for answer Annuity

3 back Click here for answer Risk Degree of uncertainty of return on an asset; in business, the likelihood of loss or reduced profit.

4 back Click here for answer Single Stocks Securities that represent part ownership or equity in a corporation, wherein each share is a claim on its proportionate stake in the corporation’s assets and profits, some of which may be paid out as dividends.

5 back Click here for answer Distribution of a portion of a company’s earnings, decided by the board of directors, to a class of its shareholders; generally distributed in the form of cash or stock. Dividend

6 back Click here for answer CD (Certificate of Deposit) Savings account, usually at a bank, with a slightly higher interest rate because of a longer savings commitment (i.e. six months, one year, etc.)

7 back Click here for answer Mutual Fund Pool of money managed by an investment company and invested in multiple companies, bonds, etc. Offers investors a variety of goals depending on the fund and its investment charter

1 A food, metal, or fixed physical substance that investors buy or sell, usually via future contracts back Click here for answer Commodity

2 Mutual fund that seeks to maintain a stable share price and to earn current income by investing in interest-bearing instruments with short-term maturities. Great place for emergency fund. back Click here for answer Money Market

3 A term used to designate all contracts covering the sale of financial instruments or physical commodities for future delivery on a commodity exchange. back Click here for answer Futures

4 back Click here for answer Relationship of substantial reward in comparison to the amount of risk taken. Risk Return Ratio

5 back Click here for answer Small-Cap Fund Mutual fund that invests in companies whose markets value is less that $1 billion; largely consists of small, more volatile companies; also called aggressive growth stock mutual fund.

6 Debt instrument where an issuer such as a corporation, municipality or government agency owes you money; a form of I.O.U.; the issues regular interest: payments on the bond and promises to pay back or redeem the face value of the bond at a specified point in the future (the maturity date) back Click here for answer Bond

6 The past history of something; with investments, look at the five or ten year record. back Click here for answer Track Record

1 To spread around one’s investment dollars among several different classes of financial assets and among the securities of many issuers; results in lowered risk. back Click here for answer Diversification

2 Buying real estate to rent out as an investment. back Click here for answer Rental Real Estate

3 Contract sold by an insurance company, designed to provide payments to the holder at specified intervals. This type of annuity that guarantees a certain rate of return. back Click here for answer Fixed Annuity

4 Fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund. back Click here for answer Growth Stock Mutual Fund

5 Accounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charges, and interest rate paid varies among providers. back Click here for answer Savings Account

1 Purchasing risky investments that present the possibility of large profits, but also pose a higher-than-average possibility of loss. back Click here for answer Speculative

2 Funds comprised of large, well-established companies. back Click here for answer Large-Cap Fund

3 back Click here for answer Pick the button Debt instrument where an issuer such as a corporation, municipality or government agency owes you money; a form of IOU; the issuer makes regular interest payments and promises to pay back or redeem the face value at a specified time. Bond

4 Mutual fund containing a group of medium- sized companies that are growing. back Click here for answer Mid-Cap Fund

5 back Click here for answer International Stock Mutual Fund Mutual fund that contains international or overseas companies.