Financial IQ Test  
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A zero coupon bond:

Is sold at a discount to face value.
Is worthless.
Matures immediately.
Always has a call feature.

Stocks whose returns are tied closely to the overall national economy are typically called:

Blue Chip stocks.
Defensive stocks.
Speculative stocks.
Cyclical stocks.

If a mutual fund manager increases his/her cash position, it can be said:

The manager is anticipating a bear market.
The manager is anticipating a bull market.
The manager is trying to reduce the fund’s taxable gains.
The manager is aggressive.

The highest denomination of U.S. currency is:

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

The astute investor is aware that:

Investment risk is limited to the fortunes of the specific security purchased.
Computers make investment decisions scientific and eliminate much of the risk.
Actual outcome of any investment may differ from the expected outcome.
When trading on-line, brokerage commissions are always negotiable.

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

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

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.

The January Effect:

Is the influence on the market of the mutual funds’ performance reported in December.
Is another name for the Superbowl anomaly believed to affect stock prices.
Is the result of several studies regarding inexplicably higher returns during January.
Supports the predictabilityof cyclical prices determined by chaos theory.
(Portfolio Construction, Management and Protection by Robert A. Strong, p. 182.)

 
   
   
Anthonisen Financial Corporation
18708 Dixie Highway • Flossmoor, IL • 60422
Phone: 708-957-2121 • Fax: 708-957-2154
• afc@afcadvisory.com

Lois Anthonisen is a Registered Representative of and offers securities & advisory  services through Royal Alliance Associates, Inc. Member FINRA / SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NJ, NV, NY, OH, PA, SC, TN, TX,  VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Nick Markionni is a Registered Representative of and offers securities & advisory services through Royal Alliance Associates, Inc. Member FINRA / SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ,  CO,  FL,  IA, IL, IN,  OH,  and WI. No offers may be made or accepted from any resident outside the specific states referenced.    

Lois Anthonisen and Nick Markionni offer additional services through AFC Advisory, a registered investment advisor, not affiliated with Royal Alliance Associates, offering advisory services in the states of IL and IN. As such, these services are strictly intended for individuals residing in IL and IN.

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