Chapter 13 Investments Study Guide- Test MONDAY



Chapter 13 Investments Study Guide- Test Friday 11/15

4 ways investments are judged:

When are you ready to invest? 3 ways to tell:

How does time influence how you invest? (Asset Allocation/timeline)

3 investment strategies:

Should you have most of your stock in the company you work for?

13.2 Retirement planning:

Can you depend on Social Security for retirement? WHY?

Pension Plans:

What is difference between Defined Benefit Plans and Defined contribution Plans? Ex:

Why is 401K more prevalent now than traditional pension?

Why are 401K plans not working for the average employee?

Effects of bankruptcy/restructuring on employees vs. executives?

Personal investment plans:

3 big Benefits to the ROTH IRA?

Max annual contribution?

How long does it have to be open to withdraw $ for home?

How are retirement accounts protected?

It is estimated that Gen Y will need $ _______________________ for retirement?

It is attainable if:

**2 other major factors in financial security: ______________________ & ________________________.

13.3 Stock Market p.330

Examples of stock prices go up and down? Examples:

Bull vs. bear market:

How can you minimize risk in stock market:

SEC:

2 ways SEC changed stock/securities market:

Insider Trading:

Other types of investing (collectibles, bonds, real estate, mutual funds) See chart.

How do these types of investing compare to money markets, cd, or savings bonds?

Dollar Cost Averaging- how does it work? (worksheet)

Advantages?

Mutual Funds- how are they different from purchasing stock in a company?

2 advantages

Disadvantages?

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