October Newsletter

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Across
  1. 4. The amount owed to creditors.
  2. 6. Wealth in the form of money or property, which is usually available for investment
  3. 7. Amounts not covered by an insurance policy
  4. 8. contract you make with an insurance company or financial services firm
  5. 9. The conversion of the account balance of a deferred annuity contract to income payments.
  6. 10. The amount of money paid by investors when they use their broker's credit to buy a security
Down
  1. 1. An increase in the value of a property, such as the market value of a stock
  2. 2. A form of tax deduction that permits the recovery of the cost of an asset over its useful life in the form of tax savings
  3. 3. A tool for planning short-term income and expenditures in order to achieve long-term financial goals
  4. 5. The amount of ownership you’ve built up over something, like your employer’s contributions to your workplace retirement account
  5. 11. Earnings generally from interest or dividends, which are credited or paid to an investor