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