1.
Person who depends on another person
2.
A fiduciary relationship in which one party holds title to property for another party based on a legal agreement and the fiduciary principles of law
3.
The increase in the value or usefulness of an asset
4.
The assets a person owns
5.
Stock of companies whose market value is greater than $10 billion
6.
Stock of companies whose market value is between $2 billion and $10 billion
7.
Stock of companies whose total market value is less than $2 billion
8.
The difference between total assets and total liabilities as calculated for an individual or business
9.
The decrease in the value of usefulness of an asset
10.
An investment product consisting of any financial product with an investment component that is not a deposit product and thus not insured by FDIC
11.
(1) the payment for insurance coverage in either a lump sum or installments; (2) the amount or percentage above face value at which securities are bought or sold
12.
Short-term insurance with no savings element
13.
Long-term insurance with a savings element
14.
The assets owned by one organization or person and managed as a collective whole to reach specific investment goals
15.
A method of decreasing total risk of investments by investing funds in different kinds of assets
16.
Payments made by a corporation to its stockholders
17.
An investment fund that only allows an original prescribed number of shares to be distributed
18.
A mutual fund that sells new shares directly to new investors and redeems shares at the market price when investors wish to sell
19.
An insurance product that provides a systematic payment for a specified period
20.
The beneficiary of an annuity; the person insured under an annuity plan and on whose life expectancy annuity payments are based
21.
A judicial procedure whereby the validity of a will is proved and a decedent’s estate is administered
22.
A party who is appointed in a will to carry out the terms of the will
23.
One who dies without having made or left a valid will
