Friday, March 17, 2017

Thursday/Friday March 16-17

Exam Review

1.  Explain the role and importance investing in a financial system.  Explain how multiple streams of income can generate wealth and ways to achieve this.
  • Mutual Funds
  • Real Estate
  • Diversification
  • Portfolios
  • Risk and Liquidity
2.  Compare and contrast the structure of bonds and the role each play in the financial system.
  • Coupon Rate
  • Maturity
  • Par Value
  • Types of Bonds
  • Standard & Poor
3.  How is stock performance measured? What information can indexes give perspective investors?
  • Risks
  • Brokers/Firms
  • Stock Exchanges
  • Bull/Bear
  • Dow/S&P 500
4.  Analyze the events of the Great Crash of 1929.
  • Early 1920’s Stock Market
  • Speculation
  • Wealth Distribution
  • Surplus of Goods
  • Buying on the Margin
  • Repayment of Loans

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