advanced investment strategies

This class was created by Brainscape user Jeff Kennedy. Visit their profile to learn more about the creator.

Decks in this class (13)

Chapter 4
Name the 4 accumulation stages,
The ____ stage occurs between ___...,
____ strategies attempt to match ...
12  cards
Chapter 1
Name 3 age cohort groups,
___ are groups of individuals tha...,
Members of this group entered adu...
12  cards
Chapter 2
In the ____ process the advisor t...,
What are the 2 important componen...,
The _____ planning approach is a ...
26  cards
Chapter 3
____ looks at the irrational beha...,
This term is used to define the a...,
____ looks at irregularities in t...
18  cards
Chapter 10
What are the six primary disadvan...,
There are three primary reasons f...,
What are the three primary ways f...
3  cards
Chapter 7
These are issued every 2 weeks in...,
Rank the debt securities in orde ...,
This type of debt security are or...
15  cards
Chapter 5
____ believe the main drivers of ...,
_____ is the study of variables i...,
____ believe that the individual ...
23  cards
Chapter 8
Steady growth in ____ and ____ is...,
Favorable ownership structures ex...,
Superior investment management or...
21  cards
Chapter 6
The following 3 assumptions are t...,
Technical analysis is practiced u...,
If a stock trades below an uptren...
30  cards
Chapter 9
Periods of time during which inve...,
Simultaneous long and short match...,
Changes in the direction of inter...
16  cards
Chapter 13
What form of income is taxed at a...,
Which type of income is taxed at ...,
What form of income is taxed at t...
21  cards
Chapter 12
Another name for market risk is ____,
Volatility of returns is one defi...,
This term refers to the portion o...
15  cards
Chapter 11
A ____ portfolio is one that inve...,
A ____ program provides a series ...,
____ are mutual funds or segregat...
24  cards

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advanced investment strategies

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