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Investment Terminology

Across
A downturn in economic activity, defined by many economists as at least 2 consecutive quarters of decline in our nation's domestic product
A standard used for comparison in assessing the performance of a portfolio or mutual fund
The degree to which you can tolerate volatility in your investment values
This is an investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individuals goals risk tolerance and time horizon.
The amount of time that you expect to stay invested in an asset or security.
This is the original value of an asset for tax purposes, usually the purchase price, adjusted for splits, dividends and capital distributions.
This is a type of order to purchase or sell an asset either at or below or at or above a specified price
This is the distribution of reward from a portion of the company's earnings and is paid to a class of its shareholders
A rise in the prices of goods and services, often equated with a loss of purchasing power
Down
This allows for a penalty-free withdrawals from an IRA, 401k, or 403B plan. Issued by the IRA and requires the owner of the account to take at least 5 equal periodic payments based on the clients life expectancy.
This is a measurement of volatility where1 is neutral; above 1 is more volatile; below one is less volatile
This is the process of converting an annuity investment into a series of periodic payments
The ratio between a mutual funds operating expense ratio for the year and the average value of its net assets
A group of similar securities, such as equities in a specific industry
This is a period of sustained increases in the prices of stock, bonds or indexes