9th - 12th grade
A key difference between saving and investing is
Why is compound interest more beneficial than simple interest? (hint: choose 2 correct answers)
Which would be considered the highest risk investment type?
The relationship between risk and return can be stated as
Which is NOT a stock market index?
How can you make money on stocks? (hint: choose 2 correct answers)
If interest rates rise, what will typically happen to bond prices?
The face value of a bond is called
Which is not one of the companies that rates bond?
Andy earned $300 on a $1000 investment. What is his current ROI (return on investment)?
Which is true about Initial Public Offerings (IPOs)? (hint: choose 3 correct answers)
What is the primary difference between index funds (IF) and actively managed funds (AMF)? (hint: choose 3 correct answers)
Brokers who suggest specific investments, create an investment plan, & make adjustments are
A diversified portfolio is desirable because
Which of the following accurately describes asset allocation? (hint: choose 2 correct answers)
Putting regular amounts of money into an investment account at specific time intervals is
Which is NOT a good reason to buy a stock fund like the S&P 500?
Your money remains tax-deferred in this account until you withdraw (taxed as income)
Why is it important to start investing as soon as possible?
True or False: Investing in a diversified portfolio of stocks guarantees you will not lose money.