Questions from Personal Finance


Q: Explain the important characteristics of each of the following types of stock

Explain the important characteristics of each of the following types of stock transaction orders. Market order Limit order Stop-loss order

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Q: Describe each of the following investment techniques. Buy and hold

Describe each of the following investment techniques. Buy and hold Dollar-cost averaging Direct investment Dividend reinvestment Margin Selling short Options

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Q: Closed end, exchange-traded, or open ended mutual funds

Closed end, exchange-traded, or open ended mutual funds are available today. Describe the differences between each type of fund.

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Q: Research Information Available from Value Line 1. What other investment

Research Information Available from Value Line 1. What other investment information would you need to evaluate Disney common stock? Where would you obtain this information? 2. Assuming you purchased...

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Q: What is an expense ratio? Why is it important?

What is an expense ratio? Why is it important?

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Q: How important is the investment objective as stated in a mutual fund’s

How important is the investment objective as stated in a mutual fund’s prospectus?

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Q: What expenses are likely to increase during retirement?

What expenses are likely to increase during retirement?

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Q: How can choosing the right fund help you save for retirement?

How can choosing the right fund help you save for retirement?

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Q: Describe how each of the following sources of investment information could help

Describe how each of the following sources of investment information could help evaluate a mutual fund investment.

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Q: In your own words, describe the difference between a managed fund

In your own words, describe the difference between a managed fund and an index fund. Which one do you think could help you achieve your investment goals?

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