Financial Resources and Income Types: Active, Passive, and Portfolio Management

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Finance - Personal Finance

michael1tekrzp Created by 10 mon ago

Cards in this deck(34)

What is the term for financial resources available in the form of _____?

The phrase 'it's not what you know, it's who you know' refers to _____ capital.

Beliefs and habits that lead to taking resources for granted are part of _____ capital.

Certain groups and beliefs are associated with _____ capital.

Assets that can be used as leverage to grow wealth are known as _____ income.

Income that comes from wages or a business is referred to as _____ income.

Money received from investments and savings is called _____ income.

Examples of _____ income include capital gains, inheritance, and interest payments.

The term for how much you get back from an investment is _____ on investment.

The amount you get back minus what you paid is known as the _____ of return on investment.

What factors can we control in generating _____ income?

To earn capital gains, one must purchase at a low price and sell at a higher price, with the difference being the _____ gains.

Income after tax is referred to as _____ income.

The interest calculated on the initial amount and the accumulated interest of previous periods is called _____ interest.

The total amount of money earned before deductions is known as _____ income.

Funds that are more aggressive in the beginning and become more conservative closer to the due date are called _____ Date Funds.

Assigning your income toward expenses until it equals zero is known as a _____ based budget.

Some investments have higher risk but offer higher returns, while low-risk investments yield lower returns. This is known as _____ risk.

The cycle of earning, spending, and saving money is known as the _____ cycle.

Bonds and annuities are examples of _____ income.

Guaranteed money from the government until it expires is known as _____.

Equal payouts at a set frequency, such as a certain amount each month, describe _____.

Examples of cash and cash equivalents include cash, CDs, and government-issued _____.

Factors such as time, amount, and choice influence _____ income.

ETFs, index funds, and mutual funds are types of _____.

An Exchange-Traded Fund (ETF) is listed as an individual security in the equity markets and is used to replicate an index or a portfolio of _____.

A mutual fund designed to reduce fees by investing in the stocks and bonds that make up an index is called an _____ Fund.

A fund that pools the savings of many individuals and invests this money in a variety of stocks, bonds, and other financial assets is known as a _____ fund.

Being brave enough to negotiate, knowing your market value, and selecting the right location are strategies to _____ income.

Rising prices paid by a certain community are referred to as _____.

Putting money in different asset classes to reduce risk is known as _____.

Shares of a security or individual stocks are referred to as _____.

Real estate and commodities like gold are examples of _____ investments.

Payments by companies to their shareholders as a thank you for owning equity are called _____.

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Financial Resources and Income Types: Active, Passive, and Portfolio Management

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