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Types of Investments by Product and Account Type

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Bank Products

  • Savings Accounts
  • Money Market Accounts
  • Brokered Certificate of Deposit (CD)

Money Market Financial Instruments

  • U.S. Treasury Bills
  • Commercial Paper
  • Municipal Notes

Stocks

  • Common Stock
  • Preferred Stock

Retirement

  • Individual Retirement Account (IRA)
    • Traditional
    • Roth
    • Spousal

  • 401-(k)
    • Traditional
    • Roth

  • 403 (b)
    • Traditional
    • Roth

  • Simplified Employee Pension Plan (SEP)
  • Savings Investment Match Plans for Employees (SIMPLE)
  • Profit Sharing
  • Cash Balance Plan
  • Deferred Compensation

Bonds

  • U.S. Treasury Securities
  • Mortgage-Backed Securities
  • Corporate Bonds
  • Treasury Inflation Protected Securities (TIPS)
  • Agency Securities
  • Municipal Bonds
  • International and Emerging Market Bonds

Annuities

  • Fixed
  • Variable
  • Indexed




Investment Funds

  • Closed and Open Ended Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Unit Investment Trust (UIT)



College Savings

  • 529 Plans
  • Coverdells
  • Custodial Accounts (UTMA)

Options

  • Calls
  • Puts
  • Covered Calls

Alternative and Complex Products

  • Structured Notes with Principal Protection
  • Leveraged and Inverse ETFs

Insurance Products and Services

  • Term Life Insurance
  • Whole Life
  • Universal Life
  • Variable Life
  • Variable Universal Life
  • 1035 Exchanges
  • Life Settlements
  • Kidnap/Ransom
  • Major Medical
  • Group Medical
  • Individual Medical
  • Disability (Specializing in Physician Owned Occupation)
  • Business Overhead
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