Financial Literacy Month

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Across
  1. 3. a term for matters regarding the management, creation, and study of money and investments
  2. 4. (2 words) businesses, in addition to maximizing shareholder value, must act in a manner that benefits society
  3. 6. a person or organization that acts on another's behalf to manage assets
  4. 7. a security that represents the ownership of a fraction of a corporation
  5. 10. A term referring to a strategy's ability to beat the market
  6. 11. tax-advantaged savings plan designed to help pay for education
  7. 13. a financial instrument that allows one to buy or sell an underlying asset
  8. 18. Both a climbing plant and a company
  9. 19. (2 words) the value of the assets a person or corporation owns, minus the liabilities they owe
  10. 21. A distribution of part of a company's earnings to its shareholders
  11. 23. the amount, generally expressed as a fixed percentage, an insured must pay against a claim after the deductible is satisfied
  12. 25. Measure of an investment's volatility vs. the market as a whole
  13. 27. year to date
  14. 28. companies that earn just enough money to continue operating and service debt
Down
  1. 1. non-qualified, tax-advantaged, deferred compensation retirement plans offered by state governments, local governments, and some nonprofit employers
  2. 2. When you don't keep all of your financial eggs in one basket
  3. 5. A basket of securities that tracks an underlying index
  4. 8. a digital or virtual currency that is secured by cryptography, which makes it nearly impossible to counterfeit or double-spend
  5. 9. A CFA is a ______ Financial Analyst
  6. 12. the amount of debt a firm uses to finance assets
  7. 14. the earnings generated and realized on an investment over a particular period of time
  8. 15. derivative financial contracts that obligate the parties to transact an asset at a predetermined future date and price
  9. 16. An IRS subsection related to non-profit organizations exempted from income tax
  10. 17. a stock trading without the value of the next dividend payment
  11. 20. A Simplified Employee Pension IRA is also known as a ____ IRA
  12. 22. A tax-advantaged investing tool that individuals use to earmark funds for retirement savings
  13. 24. a term used in the venture capital industry to describe a privately held startup company with a value of over $1 billion
  14. 26. The amount you are required to withdraw from a retirement account after you reach age 72