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Review for Tuesday’s Exam. Financial Planning, Investment options, and Banking. 3. What items do we place in a safe deposit box?. Birth certificate Check and saving account details Social Security Passport Copy of Will Valuables.

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Review for tuesday s exam

Review for Tuesday’s Exam

Financial Planning, Investment options, and Banking



  • Birth certificate

  • Check and saving account details

  • Social Security

  • Passport

  • Copy of Will

  • Valuables



  • China has bought over securities? $1 trillion investment in American government debt, the world’s largest such holding. The Chinese are afraid that their investment might not keep its value. The U.S. wants China to invest in our debt, but understands that the value of the debt can change.


8 what is a bond
8. What is a bond? securities?




a. buy new equipment. raise money?

b. pay off debts

c. finance operations


13 what is a savings bond
13. raise money? What is a savings bond?


  • S raise money? ecurities issued by the US Treasury Department that funds the US Government tasks. Series EE bonds are offered at a deep discount and will mature at face value.

    Gifts for baptism, births, and celebrations!


14 what is a zero coupon bond
14. raise money? What is a zero coupon bond?


  • is a raise money? bond bought at a deep discount and it will be repaid at face value on the maturity date. No coupons are offered. Safe college investment!


15 what are mutual funds why are they considered less risky than investing in individual stocks
15. What raise money? are mutual funds? Why are they considered less risky than investing in individual stocks?



16 what does a prospectus tell us
16. a manager. Stocks, bonds, and other securities are included. The funds diversity makes it less risky.What does a prospectus tell us?



17 why should you dollar cost average
17. Why a manager. Stocks, bonds, and other securities are included. The funds diversity makes it less risky.should you dollar cost average?


  • timing strategy of a manager. Stocks, bonds, and other securities are included. The funds diversity makes it less risky. investing equal dollar amounts regularly over specific time periods. More shares are purchased when prices are low and fewer shares are purchased when prices are high.


18 identify three reasons people do not bank
18. Identify three reasons people do NOT bank. a manager. Stocks, bonds, and other securities are included. The funds diversity makes it less risky.


  • Banks discriminate a manager. Stocks, bonds, and other securities are included. The funds diversity makes it less risky.

  • Person moves often—seasonal work.

  • Doesn’t have a Social Security number.






21 what is the bounced check protection
21. What is the bounced check protection?

  • For a $6 dollar fee, banks set up a special account for you if you’re “overdrawn” This acts like a credit card.






26 what are some convenient banking options
26. checks?What are some convenient banking options?


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