Financial Terms Crossword Puzzle

The difference between your assets and liabilities
The increase in the value of an asset or investment — like a stock or real estate — above its original purchase price.
Also called equities or shares
Commonly referred to as fixed-income securities
When you’re investing or saving, this is the interest that you earn on the amount you deposit, plus any interest you’ve accumulated over time
The process of buying or selling securities over time in order to maintain your desired asset allocation.
This is the process of paying off your debt in regular installments over a fixed period of time.
Employer-sponsored retirement plans, such as pensions, in which the employer promises a specified retirement benefit based on a formula that may include an employee’s earnings history, length of employment and age
A decentralized digital currency
Largest stock exchange in the world (abbreviated)
an investment program funded by shareholders that trades in diversified holdings and is professionally managed
Financial instruments that are derivatives or based on underlying securities such as stocks.
Our company's self-directed digital trading platform
original value of an asset for tax purposes, usually the purchase price, adjusted for stock splits, dividends and return of capital distributions.
General Securities Representative Exam
An insurance contract issued by a life insurance company. The contract provides income at regular intervals for a defined period of time, such as a specific number of years or for life.
One-hundredth of one percent, or 0.01%.
An unmanaged group of securities whose performance is used as a standard to measure investment performance.
A person who acts as an intermediary between the buyer and seller of a security, insurance product or mutual fund.
Money an investment fund or company pays to its stockholders, typically from profits. The amount is usually expressed on a per-share basis
A sales charge on mutual funds or annuities assessed at the time of purchase.
A benchmark used to evaluate a fund’s performance.
The general upward price movement of goods and services in an economy.
The fee charged by a lender to a borrower, usually expressed as an annual percentage of the principal.
The ease that an investment can be converted into cash.
The market value of a company. Can be determined by multiplying the number of outstanding shares of a company’s stock by the stock’s current market price per share.
An abbreviation using letters and numbers assigned to securities to identify them
Amounts that U.S. tax law requires one to withdraw annually from traditional IRAs and employer-sponsored retirement plans. (abbreviated)
A decline of 10% or greater in the price of a security, asset, or a financial market.
A business cycle contraction when there is a general decline in economic activity
A cycle or series of cycles of economic expansion and contraction.
This business finance key term is anything that has value—whether tangible or intangible
An independent, nongovernmental organization that writes and enforces the rules governing registered brokers and broker-dealer firms in the United States. (abbreviated)