Question

Match the description with one of the terms below.
_____ 1/ Provides a report of a person's investments and holdings.
_____ 2/ Assists in investments and retirement planning.
_____ 3/ Adds value to an initial investment and increases balances.
_____ 4/ The value remaining after payment of debts.
_____ 5/ A specialized form of investing that includes stocks, bonds, and other vehicles.
_____ 6/ Known as "fixed income" securities.
_____ 7/ Allows income to be placed into a tax-deferred account.
_____ 8/ A fund used by nonprofit organizations.
_____ 9/ Insurance designed to provide income upon injury.
_____ 10/ Insurance that pays in case of lawsuits.


Answer

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