What is The Fifth Foundation?

A security that represents part ownership of a company is called a(n)__________.

When you invest in a mutual fund, you are contributing to a pool of money that will be . . .

Diversification reduces your__________by using a mix of investment types in your portfolio.

__________is the process of figuring out how much money you'll need in retirement and creating a plan to get there.

____is the cure for__________.

Investing your money earns you more money because of . . .

Before you invest, you should make sure a mutual fund has done well for 5-10 years.

When riding the highs and lows of the stock market, remember….

Roth IRA, 401(k), 403(b), 457, and Simplified Employee Pension are all examples of

Social Security benefits are meant to__________your income.

When you invest, your goal is to earn a negative rate of return on investment.

Certificates of deposit and money market accounts are both examples of investments with __________risk and__________return.

It's okay to borrow money from your retirement account, but don't borrow money to invest in it.

You should wait to be generous until you have money to give.

Mutual funds are less risky and can outperform the stock market because . . .

Never__________something you don't__________.

Be aware of any__________you might receive, but don't bank on it as a key part of your retirement plan.

The three components of compound growth are money, time and__________.

Never invest your money in__________because it/they are extremely risky.

__________is key when it comes to compound growth.

When you're retired, you'll still have to pay taxes.

When donating money, you should always . . .

Usually, the more liquid an asset is (like cash in the bank), the less return you can expect.

What does "bull and bear" reference?

When using a Roth plan, you invest your money after paying taxes, and the investment grows tax-free.

Why might someone choose to diversify their investments?

If you're over the age of__________, you need a will.

You can build a legacy you'll be proud of by . . .

Mutual funds are less risky and can outperform the stock market because . . .