Identify each as either a defined benefit plan or a defined contribution plan for retirement.

The degree to which an investor can tolerate volatility in their investment values is called their ___________.

The amount at which a corporate bond is issued and redeemed is called _________.

A no-load fund is a mutual fund that

If you own a corporate bond you are a(n) [relationship1] and if you own a corporate stock you are a(n) [relationship2].

In a home purchase, what are discount points?

A comparison of two portfolios shows the following. Portfolio A is invested as follows—stocks: 70%; bonds: 20%; and, cash: 10%. Portfolio B is invested as follows—stocks: 30%,; bonds: 40%, and cash: 30%. What can be concluded about the investors to whom these portfolios belong?

Review the data for the two companies, decide which has had the greatest percent increase from year 1 to year 2? Company EPS Data EPS Year 1 EPS Year 2 JM Smucker Company (SJM) $6.84 $7.79 Starbucks (SBUX) $3.08 $3.54  

A bond quoted as 125.88 is trading on the secondary market for ______.

The act of dividing investments among different investment categories such as cash, income, and growth, in order to optimize the balance of risk vs. reward is called… choose the term we learned in class