Type
Word Search
Description

annuity
bear market
bond
bull market
capital gain
capital loss
codicil
common stock
diversification
dividend
dollar-cost averaging
estate
executor
investing
investment portfolio
living will
money market fund
mutual fund
net asset value (NAV)
preferred stock
probate
prospectus
proxy
rollover
Roth IRA
securities exchange
stock
stockbroker
traditional IRA
trust
trustee
will

Stocks, Bonds, Mutual Fund Crossword

Type
Crossword
Description

firm or agent that charges a fee for executing buy and sell orders submitted by an investor Broker
Share of the profit dividends
putting your money to use in order to make more money on it Investing
a corporation's written pledge to repay a specified amount of money Corporate Bond
is the written pledge of a government or a municipality to repay a specified sum of money with interest Government Bond
All investments- stocks, bonds, mutual funds that are all bought and sold on the stock exchange Securities
a part of ownership in a business Stock
class of ownership in a corporation that has a higher claim on the assets and earnings than common stock Preferred Stock
A rise in the general level of proves, reduces purchasing power over time Inflation
collection of investments portfolio
The chance that an investment value will decrease Investing Risk
Spreading of risk among many types of investment diversification
Debt obligations of corporations (corporate bond) or state/local gov. (municipal bond) bonds
Stock that pays variable dividend and gives the holders voting rights (board of directors) common stock

personal finance Word Search

Type
Word Search
Description

wages
value
stock
savings
salary
premium
net worth
mutual fund
mortgage
investment
interest
insurance
income
generic brand
dividend
deficit
consumable good
credit
consumer
cash income
cash flow
budget
bond
brand name
coupons
bank account
capital gain

Unit 6: Introduction to Investing Crossword

Type
Crossword
Description

Investment contracts in which the investor exchanges a sum of money for a series of payments over time. annuities
A loan to a company to finance a wide array of business purposes—from short-term inventory financing to long-term investments in equipment. commercial loan
A method of interest payment. This is calculated by adding the interest earned by the investment to the previously earned interest. Each time interest is added to your savings the next interest amount is compounded on the new balance. compound interest
A combination of two or more corporations engaged in entirely different businesses that fall under one corporate structure. conglomerate
Regularly purchasing stocks or mutual funds, whether they are high or low, by investing a constant dollar amount so that over the long term the high and low prices of the investment products average out. dollar-cost averaging
An employer-sponsored retirement plan that allows a worker to save for retirement while deferring income taxes on the saved money and earnings until withdrawal. 401k
A riskier type of investment with a higher potential for return. Examples include stocks, bonds, and mutual funds growth investment
Subject to fast, extreme changes in price or value. volatile
Planning investments and other transactions to match the money and other assets available to an individual over time to the ways in which they want to spend those assets, including personal consumption, charitable donations, support for family members, and gifts. wealth management
A legal relationship in which one person or company holds property, which can include money, real estate, stocks, bonds, collections, automobiles, and personal possessions for the benefit of another. trust
Accounts that can receive and hold funds for a specific purpose such as retirement, college tuition, or medical expenses. If these accounts are established according to federal tax rules, the owner of the account will not have to pay income taxes on the money placed in them until it is withdrawn tax-deferred accounts
The rule is a simplified way to determine how long an investment will take to double, given a fixed annual rate of interest. By dividing 72 by the annual rate of return, investors can get a rough estimate of how many years it will take for the initial investment to duplicate itself. rule of 72
The chance that the rate of return on an investment will be different from what you expected. risk
Accounts that permit individuals to save and invest funds without paying taxes on the income from the investment as long as the proceeds are eventually applied to legitimate educational expenses at an accredited institution. educational plans
The strategy of pursuing an assortment of investments to minimize the effects of risk and volatility. diversification
Helping individuals or a family determine in advance what will happen to their money and other assets after the death of one or more individuals in the family. estate planning
Describing a future financial goal and computing the kinds of income, savings, and investment that will be necessary to achieve the financial goal. financial planning
A safer type of investment with a lower potential for return but that provides regular incomes to investors. Examples include savings accounts and certificates of deposit. income investment
The percentage return on an investment over a set time period, usually a year. interest rate
The original amount of money a person invests (as opposed to interest). principal
The amount of money gained or lost on an investment relative to the amount of money invested, usually expressed as an annual percentage. rate of return
Anticipating a desired or necessary future income after retirement and then creating a plan for the amount of savings and investment needed to create that future income. retirement planning
A company whose main business is holding securities of other companies purely for investment purposes. The investment company invests money on behalf of shareholders who in turn share in the profits and losses. investment service
The ease with which an investment can be converted into cash. liquidity

STOCK MARKET TERMS Word Search

Type
Word Search
Description

BEAR MARKET
BLUECHIP
BROKER
BULLMARKET
CAPITALIZATION
COMMISSION
CYCLICAL
DEFENSIVE
GROWTH
INCOME
INVESTMENT
LARGECAP
LIMITORDER
MARKETORDER
ODDLOT
OTC MARKET
PENNY
PORTFOLIO
PRIMARY MARKET
PRIVATE CORPORATION
PROXY
PUBLIC CORPORATION
SECURITIES
SMALLCAP
STOCK SPLIT
STOP ORDER
TOTAL RETURN

Investment Bingo!

Type
Bingo Cards
Description

Market Cap
Interest
Bond
Budget
Compound Interest
Capital
CD
Debt
Credit
Diversification
Dividend
Emergency Fund
Index
Index Fund
Investing
Intrinsic Value
Mutual Fund
Portfolio
P/E Ratio
Principal
Private Company
Public Company
Rate of Return
Savings Account
Security
Speculation
Stock
Stock Market
Technical Analysis
Fundamental Analysis
Value Investing
Bull Market
Bear Market
ETF
Sector

    Customize    

Stock Market Vocabulary BINGO

Type
Bingo Cards
Description

American Stock Exchange
Bear
Bear Market
Big Board
Block
Blue Chip
Bond
Broker
Bull
Bull Market
Capital
Capital Gain/Loss
Corner
Commodities
Commission
Compounding
Conglomerate
Diversification
Dividend
Dow Jones Industrial Average
Equity
Federal Reserve Bank
Holding Company
Index
Index Fund
Load
Money Market Instuments
Mutual Fund
NASDAQ
Net Asset Value
New York Stock Exchange
Odd Lot
Option
Overbought
Oversold
Paper Profit
Portfolio
Principle
Perspectus
Rally
Risk
SEC
Selling Short
Share
Speculative
Common Stock
Preferred Stock
Tax-Exempt Bonds
Ticker Tape
Yield

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Tax Time Word Search

Type
Word Search
Description

AMENDMENT
AUDIT
BOND
BRACKET
BUSINESS
CAPITAL GAINS
CARRYOVER
COLLEGE
CONTRIBUTION
CREDIT
DEDUCTION
DIVIDENDS
EARNED INCOME
EDUCATION
ESTATE TAX
EXEMPTION
EXPENSE
FICA
GIFT TAX
GROSS INCOME
HEALTH SAVINGS
HOMEBUYER
INSURANCE
INTEREST
INVESTMENT
IRA
LOAN
MEDICARE
PROPERTY
REAL ESTATE
RETIREMENT
RETURN
ROLLOVER
ROTH IRA
SALES TAX
SAVINGS
SOCIAL SECURITY
TAX RETURN
TAXABLE INCOME
WITHHOLDING

Personal Finance Word Search

Type
Word Search
Description

equity
foreclosure
lien
inflation
finance charge
IRA
liquidity
credit reporting company
beneficiary
equifax
net worth
liabilities
identity theft
transunion
experian
stocks
mutual fund
principal
savings account
municipal bond
payday loan
investments
installment plan
deductible
diversification
certificate of deposit
compound interest
collateral
creditor
bankruptcy
FAFSA
grants
scholarships
insurance

ESOP Crossword Puzzle

Type
Crossword
Description

Learning never stops. Education
Collabration of team members to reach our goals. Teamwork
Manager of ESOP assets on behalf of the shareholders. Trustee
Providing our customers the best products and service. Quality
Spreading investments to other accounts and to other investments. Diversification
Distributing company contributions and other assets amoung the plan participants. Allocation
401k, ROTH, ESOP are all ________ accounts. Retirement
The act of determining the value of company stock. Valuation
What is the abbreviation for Employee Stock Ownership Plan ESOP
The Employee Retirement Income Security Act of 1974 is a federal law that sets the minimum standards for retirement and health benefits. What is its acronym? ERISA

Investing in Mutual Funds Word Search

Type
Word Search
Description

Account fee
Affordability
Deferred sales
Diversification
Exchange fee
Liquidity
Management
Mutual fund fees
Professional management
Prospectus
Purchase fee
Risk
Shareholder fees