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.
     


For tax purposes, a capital gain is considered long term if the investment was held more than:

1 day.
1 month.
1 year.
10 years.

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

A 35-year old individual with 4 young children and a spouse who doesn’t work should probably consider purchasing which of the following types of insurance:

Long-term care insurance.
Disability insurance.
Life insurance.
(b) and (c).

Credit cards:

Are a cost effective way of financing investment purchases.
Have interest payments that are not tax deductible.
Typically have lower interest rates than home equity loans.
Often have 3 month grace periods on new purchases.

Of the following, the safest type of investment is:

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

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.

Gold may be a good investment if:

Inflation is expected to increase.
You like the color.
World peace comes to pass.
Foreign governments sell their gold reserves.

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.

 
   
   
Marshall Capital Management Group
Theatre Building 629 S. 4th St. Ste. 302
Louisville, KY 40202

101 Southwestern Blvd. Suite# 136
Sugar Land, TX 77479
Louisville , KY 40202
Phone: (502) 681-6264 Fax: (502) 584-3150
James@MarshallCapitalMgmt.com

.NOTE: Before proceeding further, please be advised that this web site is operated by a registered investment advisor associated with Marshall Wealth Management, LLC. a state registered investment advisor. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site Marshall Wealth Management, LLC. nor its affiliates makes any guarantee as to the accuracy or completeness of this information.