Financial IQ Test  
What is your financial IQ? Take this 8-question quiz to find out! If you don’t like the results, try again. You will be asked a different set of questions.
     


The highest denomination of U.S. currency is:

The $20 bill
The $100 bill
The $1,000 bill
The $100,000 bill

A benchmark asset, commonly considered by investors to be risk-free:

Treasury Bill (T-Bill).
Share of preferred stock.
A Eurobond
A junk bond.

The net asset value (NAV) of a bond fund:

Cannot be determined.
Changes as interest rates change.
Is determined by the average coupon rates of the bonds in the fund.
Will not change as bonds in the fund are bought or sold.

Of the following, the safest type of investment is:

Under the mattress.
An FDIC-insured CD.
An international growth mutual fund.
An Internet stock.

Buying on margin::

Precludes the advantage of using leverage.
Is not affected by limits on borrowing established by ERISA.
Minimizes losses if the price of a security declines.
Is possible by borrowing from a broker.

For most Americans, taxes are due on:

January 1.
April 1.
April 15.
December 31.

Variable life insurance:

Offers tax deferral.
May provide higher return potential and greater risk than a whole life policy.
Allows you to invest a portion of the premium in various subaccounts.
All of the above.

Technical analysis is a technique based on factors that are inherent to the market and include:

Number of shares sold on a specific day.
Number of consecutive days of price increases of a stock.
Changes in the direction of movement of a market index.
All of the above

 
   
   
RISING OAK Financial
446 17th Street
Suite #202
Oakland, CA 94612
Phone: 510-834-4488 Fax: 510-834-4484
info@risingoakfinancial.com

 

Harold Lowe is a Registered Representative and Investment Advisor Representative of and offers securities and advisory services through Symetra Investment Services, Inc.  DBA in the state of CA as SIS Financial & Insurance Services, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. 800-469-7667.  Member FINRA/SIPC, Broker/Dealer and an SEC Registered Investment Advisor. Rising Oak Financial is not a subsidiary or an affiliate of Symetra Investment Services, Inc. or SIS Financial & Insurance Services.

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