This class was created by Brainscape user Jason Lewis. Visit their profile to learn more about the creator.

Decks in this class (18)

Unit 2
What are 4 classes of common stoc...,
How are corporations formed,
What does a corporate charter spe...
125  cards
One
What are retained earnings,
Three things that impact the mark...,
Three ways profits are utilized
127  cards
Unit 2
How often does preferred stock ma...,
What is a preferred stock s divid...,
Why is preferred stock fixed
51  cards
options
When do most options expire,
What are leaps,
Two primary types of options cont...
60  cards
Bonds
Define interest,
Define principal,
How will a company doing poorly c...
66  cards
investment companies Part 1
What are three things investment ...,
What three investment company cla...,
What are the two types of managem...
136  cards
Corporate bonds
Six examples of institutional inv...,
When would a corporation issue co...,
What would a corporation issue fo...
97  cards
Municipal Debt
What are three types of municipal...,
What do general obligation bonds ...,
What do revenue bonds finance
82  cards
US gov debt
Do us gov bonds have high or low ...,
Why does the us gov have a lack o...,
What is the us gov debt backed by
146  cards
Taxes
What is a cash dividend,
What are three examples of packag...,
How are dividends taxed in compar...
43  cards
Brokerage Accounts
When must statements be sent to c...,
When must monthly statements be sent
224  cards
SIPC insurance
What is the sipc,
How much does ipc insurance cover,
What is only covered by sipc insu...
12  cards
Retirement
What are contributions,
What type of contribution can be ...,
What do deductible contributions ...
171  cards
Education
529 how much,
What can 529 be used for,
What is a crs
14  cards
Investment Companies Part 2
What are the three classes of mut...,
When is the sales charge collecte...,
What determines the sales charge ...
116  cards
Alternative Pooled Investments
What does pooled investment mean,
What are reits similar to,
What are reits legally structured as
67  cards
Education and Other Plans
What is the contribution limit of...,
What happens if you withdrawal fr...,
When must all esa be spent
21  cards
Rules and Ethics
Three primary goals of the sec,
2  cards

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Unit 2

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