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An increase of value to an investment |
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Income earned when selling prices are greater than purchase prices. |
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Share in ownership of a corporation. |
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Portionof company's earnings paid to stockholders. |
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dividends earned and declared by the company. |
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Regular dividends received at a set rate. |
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Formal market where securities are bought and sold by stockbrokers. |
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An agent who buys and sells securities for clients. |
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A Certificate of debt issued by a corporation or government. |
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The pooling(s) of money by many people and investing it in a collection of securities. |
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Current market value (the fund's assets minus its liabilities) |
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Type of mutual fund dealing only in high interest, short-term investments, such as U.S Treasury securities, certificates of deposits, and commercial paper. |
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An extended period of consumer confidence and optimism when stock prices rise. |
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An extended period of uncertainty and pessimism when stock prices fall. |
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Collection of securities and other assets a person owns. |
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Spreading risk by putting money in a variety of investments. |
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Legal document that gives a detailed description of security. |
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Strategy of investing a fixed dollar amount at regular intervals without regarding the price of the investment at the time you buy it. |
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Contract with an insurance company providing regular income for a set period of time. |
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The assets and liabilities a person leaves when he or she dies. |
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A person appointed to carry out terms outlined in their will. |
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Legal document stating a person's wishes for his or her estate after death. |
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Person or institution named to manage assets on behalf of beneficiaries. |
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(Healthcare directive) Statement of instructions for specific medical treatment if person(s) become unable to make medical decisions. |
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Legal document giving a named trustee the authority to manage assets in an estate on behalf of beneficiaries |
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Definition
Government institution processing a deceased individual's will and estate. |
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