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Level Three: Intermediate Investing

Level Three: Wealth Planning and Investing
Difficulty Level: Moderate
 
  1. An individual who acts counter to popular opinion when purchasing equities is _____
    1. Risk-averse
    2. Contrarian
    3. A market timer
    4. A and B above
 
  1. 529 Plans are:
    1. Saving plans for education
    2. State-sponsored
    3. Tax-free if earnings are used for college expenses
    4. All of the above
 
  1. Fees a fund pays from its assets to cover costs of marketing and selling fund shares.
    1. Premiums
    2. Commissions
    3. Fund manager stipend
    4. 12b-1 fees
 
  1. An index fund is an example of _____
    1. Passive Management
    2. Active Management
    3. Market timing
    4. None of the above
 
  1. The recipient of annuity distributions is called the _____
    1. Determinant
    2. Donor
    3. Annuitant
    4. None of the above
 
Answers
  1. b
  2. d
  3. d
  4. a
  5. c