Investment Management Vocabulary

Description

Flashcards on Investment Management Vocabulary, created by Shannon Anderson-Rush on 11/06/2019.
Shannon Anderson-Rush
Flashcards by Shannon Anderson-Rush, updated more than 1 year ago
Shannon Anderson-Rush
Created by Shannon Anderson-Rush over 5 years ago
395
0

Resource summary

Question Answer
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
Show full summary Hide full summary

Similar

Memory - AQA Psychology Unit 1 GCSE - created from Mind Map
joshua6729
Conceptos Generales De Robótica
fede ramos
Ma Famille
caitlindavies8
Unit 1 Cells, exchange and transport (F211) - cells
Jenni
GCSE Chemistry C3 (OCR)
Usman Rauf
Weimar & Nazi Germany?
Maddy Balkham
History - Treaty of Versailles
suhhyun98
Coastal Development and physical processess
Corey Meehan
What are assessments and what do they measure?
mtyler12008
New PSCOD Model Test 2018
David Thapa
TEORIAS CONTEMPORANEAS
karen lorena miranda rojas