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Exam 19: Personal Finances and Investments

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Question 61

Multiple Choice

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All of the following would satisfy the safety factor of investing except

A) savings accounts.
B) blue-chip stocks.
C) a certificate of deposit.
D) highly rated municipal bonds.
E) antiques and collectibles.

F) B) and C)
G) None of the above

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Question 62

Multiple Choice

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To get the proper financial counseling, Marquis and Marta Jacobs made an appointment with Harry Hanstein.Harry has had two years of training in securities, insurance, taxation, retirement planning, and estate planning and has passed a rigorous qualifying examination given by the Certified Financial Planner Board of Standards in Denver.Harry is a

A) real estate broker.
B) stockbroker.
C) certified public accountant.
D) tax consultant.
E) certified financial planner.

F) C) and E)
G) A) and B)

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Question 63

True/False

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A personal budget lists your assets and liabilities.

Another name for an account executive is a

Bank accounts that pay interest are considered a form of conservative investment.

If you place a limit order to sell American Express stock at €56 per share, your broker's representative will

Most CFPs and ChFCs do not charge for their services, but rather receive commissions for the securities they recommend to their clients.

In order to obtain a capital gain, you must sell your investment when the current market value is less than the amount you paid for the investment.

Today, most corporations, investment companies that sponsor mutual funds, and federal, state, and local governments have a home page where investors can obtain valuable investment information.

Real estate ownership represents one of the best hedges against inflation, but not all property will increase in value.Which of the following can result in a piece of property decreasing in value?

Sally Williams purchased 40 shares of the New Continental Mutual Fund.The current market value was €22 a share, which is referred to as the

Barry Ferrell has monthly income of €2,500.His monthly expenses are €2,000.Based on this information, Barry should establish an emergency fund of at least

On January 1, 2012, Brad came up with an investment goal of having €50,000 in assets by March 31, 2012.What fault would financial planners find with Brad's goal?

Fitch Ratings is an example of a(n)

The Securities Exchange Act of 1934 created the Securities and Exchange Commission.

Anne Martinez owns a convertible bond that allows her to convert her €1,000 bond to 50 shares of the corporation's ordinary share.What is the lowest stock price that would allow her to convert her bond to shares of ordinary share?

A request that a stock be purchased or sold at the current market price is called a

All stock information on the Internet is provided free of charge by professional advisory services.

Your age should be taken into account when determining which investments are right for your investment portfolio.

Tiffany Nelson puts her money in a single investment that is made up of many different investments and is managed by a team of professionals.Tiffany invested in