Creado por Shannon Anderson-Rush
hace más de 5 años
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Pregunta | Respuesta |
Financial Plan | a comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans |
Savings | the money one has saved, especially through a bank or official scheme |
Investing | expend money with the expectation of achieving a profit or material result by putting it into financial schemes, shares, or property, or by using it to develop a commercial venture |
Stocks | a share which entitles the holder to a fixed dividend, whose payment takes priority over that of common-stock dividends |
Government Bond | a debt security issued by a government to support government spending |
Corporate Bond | debt security issued by a corporation and sold to investors |
Mutual Funds | an investment program funded by shareholders that trades in diversified holdings and is professionally managed |
Risk | possibility of loss or injury |
Peril | exposure to injury, loss, or destruction; grave risk; jeopardy; danger |
Traditional IRA | allows individuals to direct pre-tax income toward investments that can grow tax-deferred |
Roth IRA | an individual retirement account allowing a person to set aside after-tax income up to a specified amount each year |
401K | a qualified retirement plan that allows eligible employees of a company to save and invest for their own retirement on a tax deferred basis |
Rule of 72 | a quick, useful formula that is popularly used to estimate the number of years required to double the invested money at a given annual rate of return |
Stock Market | the collection of markets and exchanges where regular activities of buying, selling, and issuance of shares of publicly-held companies take place |
Return | a profit from an investment |
Liquidity | the availability of liquid assets to a market or company |
Rate of Return | the net gain or loss on an investment over a specified time period, expressed as a percentage of the investment's initial cost |
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