Tuesday/Wednesday November 1-2

Exam review-  Exam next class!

1.  Explain the role and importance of financial intermediaries in an economic system and their involvement in investing.

• Mutual Funds
• Financial Assets
• Diversification
• Portfolios
• Risk and Liquidity

2.  Compare and contrast the structure of bonds and money markets and the role each play in the financial system.

·         ·         Coupon Rate

• Maturity
• Par Value
• Types of Bonds
• Standard & Poor
• Types of Markets

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