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Jason Lewis
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Decks in this class (18)
Unit 2
What are 4 classes of common stoc...,
How are corporations formed 2,
What does a corporate charter spe...
125
cards
One
What are retained earnings 1,
Three things that impact the mark...,
Three ways profits are utilized 3
127
cards
Unit 2
How often does preferred stock ma...,
What is a preferred stock s divid...,
Why is preferred stock fixed 3
51
cards
options
When do most options expire 1,
What are leaps 2,
Two primary types of options cont...
60
cards
Bonds
Define interest 1,
Define principal 2,
How will a company doing poorly c...
66
cards
investment companies Part 1
What are two things investment co...,
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 3
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 3
146
cards
Taxes
What is a cash dividend 1,
What are three examples of packag...,
How are dividends taxed in compar...
43
cards
Brokerage Accounts
Blank 1,
How frequently must statements be...,
Linder what conditions must month...
224
cards
SIPC insurance
What is the sipc 1,
How much does ipc insurance cover 2,
What is only covered by sipc insu...
12
cards
Retirement
What are contributions 1,
What type of contribution can be ...,
What do deductible contributions ...
171
cards
Education
What is the maximum amount for tu...,
What can 529 be used for 2,
What is a crs 3
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 1,
What are reits similar to 2,
What are reits legally structured...
67
cards
Education and Other Plans
What is the contribution limit of...,
What happens if you withdrawal fr...,
When must all esa be spent 3
21
cards
Rules and Ethics
Three primary goals of the sec 1,
Blank 2
2
cards
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