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refers to an increase in the value of an investment. Various types of investments grow at different rates. |
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income earned when the selling price is greater than the purchase price |
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is a prtion of a companys earnings paid to stockholders. |
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earn dividends declared bt the company |
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receive regular dividends at a set rate |
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a formal market where securities are bought and sold by stockbrokers |
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agent who buys and sells securities for clients. |
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is a certificate of debt issued by a corporation or gov. |
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pooling the money of many people and investing it in a collection of securities |
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funds assets minus its liabilities |
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type of mutual fund that deals only in high interest, short term investments such as US . treasury securities, certificates or deposit |
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extended period of consumer confidence and optimism when stock prices rise |
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is 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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refers to spreading risk by putting money in a variety of investments |
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legal document that gives a detailed description of a security |
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a strategy of investing a fixed dollar amount at regular intervals such as monthly without regard to the price of the investment at the time you buy it |
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contract with an insurance company that provides regular income for a set period of time usually for life |
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refers to the assets and liabilities a person leaves when he or she dies |
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is a person appointed to carry out the terms outlined in their will. |
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legal document stating a persons wishes for his or her estate after death |
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person or instituion named to manage assets oon behalf of thee beneficiaries |
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healthcare directive is a statement of instructions for specific medical treatment if a person becomes unable to make medical decisions |
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is a legal document that gives a named trustee the authority to manage the assets in an estate on behalf of the beneficiaries |
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government instituion that processes a deceased individuals will and estate |
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