aggressive Growth Stock Mutual Fund
a fund that provides maximum long-term capital growth from smaller companies
Annuity
sold by an insurance company to provide payments to the holder at certain intervals; tax free
Bond
a debt instrument where the issuer owes you money and pays interest payments with a promise to payback at a future date
CD
certificate of deposit; savings account with a slightly higher interest rate because of the longer savings commitment
commodity
food, metal, or physical substance that investors buy or sell
diversification
to spread around one's investment dollars to lower risks
dividend
distribution of a portion of a company's earnings
fixed annuity
a type of annuity that guarantees a certain rate of return
futures
financial instruments for future delivery on a commodity exchange
investments
an account in which one puts their money for long term growth
growth stock mutual fund
fund that buys stock in medium sized companies that have experienced some growth and are still expanding
large-cap fund
funds comprised of large, well established companies
liquidity
assets that can be converted quickly into cash without loss of value
mid-cap fund
mutual fund containing a group of medium sized companies that are growing
money market
mutual fund that maintains a stable share price and earns current income by investing in interest-bearing instruments with short-term maturities (90 or less)
portfolio
a list of your investments
rental real estate
buying real estate to rent out for an investment
risk
degree of uncertainty of return on an asset
international stock mutual fund
mutual fund that contains international or over seas companies
risk return ratio
relationship of substantial reward in comparison to the amount of risk taken
savings account
interest baring account that allows deposits and withdrawals
share
a piece of ownership in a company or mutual fund
single stocks
an individual stock share
small cap fund
mutual fund that invests in companies whose market value is less than $1Billion
speculative
purchasing risky investments that present the possibility of large profits but also pose a higher than average possibility of loss
track record
the past history of something
variable annuity
annuity that has a varying rate of return based on the mutual funds in which one has invested
aggressive Growth Stock Mutual Fund
a fund that provides maximum long-term capital growth from smaller companies
Annuity
sold by an insurance company to provide payments to the holder at certain intervals; tax free
Bond
a debt instrument where the issuer owes you money and pays interest payments with a promise to payback at a future date
CD
certificate of deposit; savings account with a slightly higher interest rate because of the longer savings commitment
commodity
food, metal, or physical substance that investors buy or sell
diversification
to spread around one's investment dollars to lower risks
dividend
distribution of a portion of a company's earnings
fixed annuity
a type of annuity that guarantees a certain rate of return
futures
financial instruments for future delivery on a commodity exchange
investments
an account in which one puts their money for long term growth
growth stock mutual fund
fund that buys stock in medium sized companies that have experienced some growth and are still expanding
large-cap fund
funds comprised of large, well established companies
liquidity
assets that can be converted quickly into cash without loss of value
mid-cap fund
mutual fund containing a group of medium sized companies that are growing
money market
mutual fund that maintains a stable share price and earns current income by investing in interest-bearing instruments with short-term maturities (90 or less)
portfolio
a list of your investments
rental real estate
buying real estate to rent out for an investment
risk
degree of uncertainty of return on an asset
international stock mutual fund
mutual fund that contains international or over seas companies
risk return ratio
relationship of substantial reward in comparison to the amount of risk taken
savings account
interest baring account that allows deposits and withdrawals
share
a piece of ownership in a company or mutual fund
single stocks
an individual stock share
small cap fund
mutual fund that invests in companies whose market value is less than $1Billion
speculative
purchasing risky investments that present the possibility of large profits but also pose a higher than average possibility of loss
track record
the past history of something
variable annuity
annuity that has a varying rate of return based on the mutual funds in which one has invested