Week 22 worksheet

Investing Basics — worksheet

Before you start: where your answers live

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Fill in what you can; the blanks show you what to learn.

Investing Terms in My Own Words

Stock

Bond

Index fund

Expense ratio

Diversification

My time horizon for any long-term money (years until I’d need it)

One red flag of investment fraud I can now name

One question I’d want to ask a professional (and where I’d check them first)

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