Investing Review

This picture describes markets that have been...... 

• Doing well
• Doing poorly
• Not changing

Spreading your investments around to inrease financial security

• Risk assessment
• Diversification
• Stocks, bonds & cash
• Liquidity trap

Professionally managed, diversified investment that pools resources of many investors

• Treasury bonds
• Stock index
• Mutual fund
• Saving account

Employer sponsored tax deferred retirement account (employer matching) -Defined Contribution

• Traditional IRA
• Roth IRA
• 401(k)/403(b)/457

Debt investment in which investor loans money to an entity, usually corporate or governmental

• Bond
• Stock
• Cash
• Annuity

Ownership in a publicly traded corporation

• CD-certificate of deposit
• Money Market 
• Treasury bill
• Stock

World's largest stock exchange founded in 1790.

• NASDAQ
• AMEX
• NYSE
• EuroNext

Market in which prices are falling and you should short sell.

• Primary Market

• Secondary Market

• Bear Market

• Bull Market

This index is regarded as the single most predictive gauge of the large cap US equities market.

• Dow Jones

• Russell 2000

• S&P 500

• Wilshire 5000

This type of market is characterized by a rise in stock prices and demonstrates an optimistic view on the performance of the market. Investors feel more comfortable buying and taking risks.

• Bear market

• Bull market

• Stable market

• Volatile market