161 Wealth Management Trivia Questions (Ranked from Easiest to Hardest)

Wealth management is a critical aspect of personal finance and is vital to the financial well-being of individuals and families. It involves creating and implementing strategies for managing, preserving, and growing wealth, including investment management, tax planning, estate planning, and retirement planning. Wealth management is not just about investing in the stock market, but it is a comprehensive approach to managing financial assets.

Wealth management trivia questions are a fun way to test your knowledge of this important subject. Whether you are a seasoned financial professional, an aspiring wealth manager, or simply someone who wants to learn more about managing their finances, wealth management trivia questions offer a great opportunity to expand your knowledge and understanding.

Here are some examples of wealth management trivia questions: What are the key components of a comprehensive wealth management plan? What are the different types of investment vehicles and how do they work? What is the role of tax planning in wealth management? How can estate planning help preserve wealth? What are the different stages of retirement planning and how do they differ? These questions and others like them will help you gain a deeper understanding of the wealth management industry and the importance of taking control of your financial future

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161 Wealth Management Trivia Questions Ranked From Easiest to Hardest (Updated for 2025)

1. If you don’t repay a debt, what might a creditor place against your property (for example, your house) as collateral until you pay up?

Answer: Lien

2. Although they each use their own version of the currency, Argentina, Chile, Colombia, Cuba, the Dominican Republic, Mexico, the Philippines, and Uruguay all use a currency with what four-letter name?

Answer: Peso

3. As of 2023, the maximum amount you can contribute to a Roth version of which retirement account is $6,500 if you’re under age 50?

Answer: IRA

4. While researching cruddy point-of-sale systems, Penn roommates Andrew Kortina and Iqram Magdon-Ismail created what V-word mobile payment service?

Answer: Venmo

5. In the wealth management industry, clients may be described based on their amount of assets as either UHNW or HNW. What does the letter U stand for in the former designation?

Answer: Ultra (high net worth)

6. The nominal interest rate has not been adjusted for which financial factor that explains why things cost more?

Answer: Inflation

7. Altium is a wealth management company based in what appropriate “P” New York city? Its name is also a word meaning to acquire something by paying for it, or buying it.

Answer: Purchase

8. If you’re applying for a loan, what’s the law enforcement-sounding name of the person at the bank who can help you out?

Answer: Officer

9. Fair Isaac Corporation came up with a way to calculate your creditworthiness, but you probably know the company as what four-letter acronym that's associated with your credit score?

Answer: FICO

10. If you’re thinking about investing in your financial future, you’ll want to keep in mind that your cost of living now might not be the same in the future. What term is used to describe how the price of things changes over time?

Answer: Inflation

11. Although they’re not penniless or poor as their job title suggests, what six-letter term describes a person who poses as a mediator between the buyer and the seller of securities or stocks?

Answer: Broker

12. In 2022, FeeX, a financial management account, rebranded itself as Pontera. The company specializes in what type of accounts, of particular interest to older clients who are currently working?

Answer: Retirement Accounts

13. In finance, what "V" word refers to a statistical measure of how much change there is in the price of a security or market index?

Answer: Volatility

14. Describing funds that can be sold in EU countries, the abbreviation UCITS stands for Undertakings for Collective Investments in Transferable WHAT?

Answer: Securities

15. Which fund sounds like it would be meant for topiary enthusiasts or landscapers, but actually refers to a strategy where pooled money from wealthy investors is aggressively invested to try to beat the market and get the most returns?

Answer: Hedge

16. Defined as total assets minus total liabilities, the "NAV" of a company stands for Net Asset WHAT?

Answer: Value

17. Frequently associated with health insurance, what is the term that represents the amount of money paid by an insured individual before the payments from the insurance company kicks in?

Answer: Deductible

18. Demand responsiveness can be described in terms of what flexible property you’d attribute to a rubber band?

Answer: Elasticity

19. Which nautical/oil rig term can be used to talk about a bank you put your money in that’s not in the country you live in? (Hint: “Overseas” banking is another common name for it)

Answer: Offshore

20. What sort of trust can’t be terminated and the grantor gives up complete control over the trust property and cannot serve as trustee? These trusts have some tax advantages and can shield assets from creditors and liens.

Answer: Irrevocable

21. What Greek letter is also a measurement of volatility where 1 is neutral; above 1 is more volatile; and less than 1 is less volatile?

Answer: Beta

22. An important ratio that helps home buyers determine how much house they can afford, DTI stands for what, in real-estate parlance?

Answer: Debt to Income

23. A CD is a savings instrument which typically earns more interest than a savings account but is bound by limits set within a contract. What does CD stand for?

Answer: Certificate of Deposit

24. What British multinational investment bank and financial services company with a four-letter acronym name, founded by Thomas Sutherland, is the largest bank in Europe?

Answer: HSBC

25. VFINX, FXAIX, SWPPX, and PREIX are examples of index funds that track which index that includes 500 of the biggest companies in the United States?

Answer: S&P 500

26. Based out of Boston, MA, what multinational financial institution offers managed stock accounts for its clients? Its logo is a light shining on top of a pyramid, and its name is a word meaning faithfulness.

Answer: Fidelity investments

27. What family-based term is given to a provision in which an old rule continues to apply to some existing situations while a new rule will apply to all future cases?

Answer: Grandfather provision

28. Also the name for an Olympic track event, what sort of "H" rate is the lowest rate of return a project or investment must achieve before a manager or investor deems it acceptable?

Answer: Hurdle Rate

29. Which mega company’s industrial average shows you how 30 top stocks in the United States are performing and serves as a benchmark that you can compare your investments to?

Answer: Dow Jones

30. What global alternative investment manager corporation, founded in 1997 with headquarters in Los Angeles, California, shares its name with the Greek god of war?

Answer: Ares Management Corporation

31. Listed by Forbes Magazine as one of the 100 largest companies in the world, Banco Santander is the largest bank in which country?

Answer: Spain

32. Which Minnesota-based S&P 500 company has the NYSE ticker symbol "MMM"?

Answer: 3M

33. “T-bills” is another name for what short-term, tax-exempt debt tool that’s auctioned weekly by the U.S. federal government?

Answer: Treasury

34. The home stadium of the NFL's Los Angeles Rams and Los Angeles Chargers is named after what San Francisco-based online banking company founded in 2011?

Answer: SoFi

35. With its nose all up in the Börse, the DAX is a stock index based in what Western European superpower?

Answer: Germany / Deutschland

36. Which name refers to a basic, raw product that you can buy or trade that’s essentially the same no matter who produces it—for example, oil, gold, and metal?

Answer: Commodity

37. Merrill (formerly known as Merrill Lynch) is the wealth management division of which major U.S. financial services holding company?

Answer: Bank of America

38. If you sell a stock and make a profit, what kind of tax do you have to pay the IRS? (Hint: How much you owe depends on how long you held the stock, so it can be short- or long-term)

Answer: Capital Gains

39. What Greek letter is a term for the way of measuring how sensitive an investment is to general market movements up or down?

Answer: Beta

40. Named for a section of the U.S. Internal Revenue code, a 529 plan is a tax-advantaged vehicle designed for saving for what kind of expense?

Answer: Education / School

41. What Fidelity mutual fund that shares a name with a famous explorer is one of the most well-known and highest value funds in the market and has been since the 1960s?

Answer: Magellan

42. Which B-term refers to 0.01% (one-hundredth of one percent)—a figure you’ll often encounter when looking at interest rates.

Answer: Basis

43. Also a company that is traded on the exchange, the ASX is the main stock exchange in which country?

Answer: Australia

44. If you're not flush with cash, one good way to finance a major renovation on your house is a HELOC, or WHAT WHAT line of credit?

Answer: Home Equity

45. Both the tax preparation application TurboTax and the small business accounting program QuickBooks are products owned and sold by what publicly-traded company?

Answer: Intuit

46. What is the "trashier" name for a "high yield bond" that is typically issued by companies with low credit ratings?

Answer: Junk bonds

47. With a name made up of a type of structure combined with what you would often find underneath such a structure, what investment management firm is repeatedly reported as the largest hedge fund in the world, with roughly $150 billion in Assests Under Management?

Answer: Bridgewater Associates

48. Which wealth management service sounds like it’s just one guy who will help you with your money, but it’s actually a century-old firm headquartered in St. Louis, Missouri that has 19,000 advisors throughout the U.S. and Canada?

Answer: Edward Jones

49. Which term applies to making adjustments to your investment portfolio to maintain an allocation mix that aligns with your goals?

Answer: Rebalancing

50. Iranian-American actor Arian Moayed has been nominated for two Emmy Awards for playing private equity investor Stewie Hosseini on what HBO series?

Answer: Succession

51. If you buy something particularly pricey that the government says is non-essential (like a multi-million dollar mansion), which kind of tax may you have to pay on it?

Answer: Luxury

52. The first products of the newspaper's publisher were "flimsies" that were brief news items hand-delivered to stock traders in the early 1880s. Today, the company is headquartered on the Avenue of the Americas in New York rather than a seemingly more logical place. What is this paper?

Answer: The Wall Street Journal

53. Increasingly popular as a way to attain exposure to a wider array of investments, the financial term ETF most often stands for what three words?

Answer: Exchange Traded Fund

54. What two-word investment bank and financial services company, currently based in New York, was created in 1935 due to the busting up of a monopoly of a Gilded Age financial giant named J.P.?

Answer: Morgan Stanley

55. If you have a broker handling your investments, they might charge a fee or use what other compensation arrangement where they get paid based on the products or services they sell you?

Answer: Commission

56. What sort of fund beginning with S is a fund that invests in a particular or specialized segment of the marketplace, such as stocks of companies in the software, healthcare, or real estate industries?

Answer: Sector Fund

57. What “V” investment advisor, based in Malvern, Pennsylvania, was founded in 1975 by John C. Bogle? It is an English word meaning a group of people leading the way in new developments and ideas.

Answer: Vanguard

58. In the world of appropriate ticker symbols, $CRM refers to which $200B San Francisco company that hosts an annual conference called Dreamforce?

Answer: Salesforce

59. Which Asian country’s stock exchange has an index called the PSEI?

Answer: Philippines

60. What kind of investor provides capital for a start-up business, in exchange for ownership equity? They probably get their incredibly positive name from taking a risky investment at an early stage.

Answer: Angel Investor

61. If you want to find out your credit score, there are three agencies you can check with. The first two are Equifax and Experian. What’s the third?

Answer: TransUnion

62. Also known as mean-variance analysis, MPT is a mathematical framework for assembling a range of investments whereby the expected return is maximized for a certain level of risk. For what does “P” stand for in the acronym MPT?

Answer: Portfolio

63. Not just the person who tidies up a bank’s lobby after it closes, what term also refers to the bank (or person) holding your financial assets?

Answer: Custodian

64. What business related list was first created by editor Edgar P. Smith in 1955?

Answer: Fortune 500

65. What Boston-based private equity investment firm was co-founded by former Massachusetts governor and current Utah Senator Mitt Romney?

Answer: Bain Capital

66. What smartphone app and fintech company was founded by father and son duo Walter Wemple Cruttenden III and Jeffrey James Cruttenden to promote incremental and passive investing in 2014? The company's app features a light green color scheme and shares its name with a seed enclosed in a tough, leathery shell. The portfolio options the company offers were designed in part by Nobel laureate Harry Markowitz.

Answer: Acorns

67. In finance, what two-word term is used for one hundredth of one percent?

Answer: Basis point

68. Launched by Bank of America in 1958, what financial services company is represented by the letter "V" on the New York Stock Exchange and is "Everywhere You Want To Be", according to its verified Twitter page?

Answer: Visa

69. What investment bank and financial services firm is based in Zurich, Switzerland, was founded by Alfred Escher in 1856? Its name is a direct reference to its existence as a Swiss company.

Answer: Credit Suisse

70. In January 2021, a short squeeze orchestrated by Reddit users caused a skyrocketing of the price of what retail chain that sells video games and consumer electronics?

Answer: GameStop

71. What “V” real estate planning platform, founded in 2019 by Steve Lockshin and featuring heavy investments from Michael Jordan, shares its name with the most popular flavor of ice cream?

Answer: Vanilla

72. In finance, what term is used for traders who buy and sell securities on behalf of their company's clients, rather than for the company itself?

Answer: Flow traders

73. What’s the formal F-name for a financial advisor who must always act in their client’s best interest, both legally and ethically, rather than their own?

Answer: Fiduciary

74. Which D-word describes an investment portfolio that is not weighing too heavily in one place and is a strategy to help offset some of the risk inherent to investing? In other words, not putting all your eggs in one basket.

Answer: Diversified

75. Which A-term refers to the interest that’s accumulated on an investment but has not been paid out yet?

Answer: Accrued

76. In Wall Street parlance, which flatlined feline term describes a short-lived comeback “bounce”) during a downward trend?

Answer: Dead Cat Bounce

77. If something like a scandal or product failure makes a company’s stock tank, which hard-hitting term describes what investors are doing to the market when they respond by quickly selling their shares?

Answer: Hammering

78. Which personal finance app is a “fresh” take on personal finance, with features like budget tracking, goal planning, research on loans and credit cards, and links to other finance apps you might use from the Intuit suite?

Answer: Mint

79. Which money management app launched by Swedish brothers Daniel and Andreas Källbom in 2013 has a name that’s a questionable quirky spelling of a common financial word that basically means “cash”?

Answer: Qapital

80. What is the term for a sales charge on mutual funds or annuities assessed at the time of purchase to cover selling costs

Answer: Front-end Load

81. Which theory of wealth boils down to the value of and how many precious metals you own (like gold) rather than how much soup stock you have in your pantry?

Answer: Bullionism

82. What two word term is given to the change over time in a target date fund’s asset allocation mix to shift from a focus on growth to a focus on income?

Answer: Glide Path

83. What term, which something found on some foods, is a tax efficient vehicle, for example a pension plan or an ISA, where fund investments and assets can be held?

Answer: Wrapper

84. Money for a Monet? What investment platform lets you buy a piece of some of the most famous works of art ever and get a cut when they’re sold?

Answer: Masterworks

85. The first mutual fund in the U.S. came courtesy of a lawyer named Edward Crosby Johnson II, who went on to found what financial corp based in Boston that now offers more than 500 mutual funds?

Answer: Fidelity

86. What Chinese company, which has experienced regulatory investigations in various countries in recent years, is the largest cryptocurrency exchange in the world?

Answer: Binance

87. A fund designed to provide varying degrees of long-term appreciation and capital preservation based on an investor’s age or target retirement date through a mix of asset classes?

Answer: Lifecycle fund

88. What personal finance app known by its acronym started out as a simple spreadsheet that Jesse Mecham kept circa 2004 while he was a poor accounting student?

Answer: YNAB

89. What two word term describes a plan feature that permits participants to purchase investments that are not included among the plan’s general menu of designated investment alternatives?

Answer: Brokerage Window

90. What two word term is given to the amount of time that an investor expects to hold an investment before taking money out?

Answer: Time horizon

91. What sort of value is the net value of a company's assets, less its liabilities and the liquidation price of its preferred issues?

Answer: Book Value

92. What sort of value is what a company is really worth, as opposed to what investors are currently willing to pay for the company’s stock?

Answer: Intrinsic value

93. What two word alliterative term is usually quoted as the percentage between the peak and trough of an investment during a specific period?

Answer: Draw down

94. Catahoula-LaSalle Bank, Jackson Parish Bank, and The Mer Rouge State Bank are some state-chartered banks in what pretty guessable U.S. state?

Answer: Louisiana

95. Arkansas's Act 411 established an oversight committee for monitoring and potentially blacklisting financial institutions engaged in what three-letter type of green investing?

Answer: ESG

96. What kind of stock has a propensity to increase in value fast when the economy trends up but also fall just as quickly when things in the economy head south?

Answer: Cyclical

97. Buying undervalued currencies and shorting overvalued ones referred to as FX value investing or Forex trading, which is short for what?

Answer: Foreign Exchange

98. As of 2023 figures, it had US$11.5 trillion in assets under management. The world's largest asset manager is HQ’d in NYC and has 70 offices in 30 countries, with clients in 100 countries. What darkly geologically named company is it?

Answer: BlackRock

99. James Wigglesworth and Jason Leong founded what financial forecasting app in 2008 with the goal of helping people make more informed decisions about their money? The name fits the vibe if you’re someone who keeps cash and your phone close by in those little pouches your clothes have.

Answer: Pocketsmith

100. What anthropometric adverb is used to describe traded securities that aren’t easy to sell or exchange for cash without experiencing a big price change?

Answer: Thinly

101. Mostly remembered as one-half of the founders of Morgan Stanley, which American businessman was well-known on Wall Street as a utility finance pro who started and led the securities business at Guaranty Trust Company?

Answer: Harold Stanley

102. Claudio Monteverdi is considered "The Father" of it, and in a book by Gaston Leroux, Erik is "The Phantom" of it. What Norwegian technology company makes the fifth-most used internet browser in the world, after Chrome, Safari, Edge, and Firefox?

Answer: Opera

103. When an owner sells a house for less than the mortgage with the approval of the lender, that's what boostable kind of sale?

Answer: Short

104. What type of laws refer to state-level securities regulations aimed at protecting investors from fraud and ensuring fair and honest securities transactions?

Answer: Blue Sky Laws

105. Previously the fifteenth chair of the Federal Reserve, what economist became U.S. Secretary of the Treasury on January 26, 2021?

Answer: Janet Yellen

106. What colorful poker term refers to a ginormous, high-performing company that would be considered a “safe bet"?

Answer: Blue Chip

107. E-Trade, Eaton Vance, and Solium are all subsidiaries of what investment bank based in Manhattan that’s been operating for over 80 years?

Answer: Morgan Stanley

108. In the standard financial reporting metric EBITDA, what does the "A" stand for?

Answer: Amortization

109. What two-named American financial and investment company was founded in 1869 by one of its namesakes, first name Marcus, in a simple basement office that had a humble view of a coal chute?

Answer: Goldman-Sachs

110. With a net worth that nearly doubled—from $14.2 billion to $26.3 billion—between 2020 and 2021, Klaus-Michael Kühne is the wealthiest citizen of what eurozone nation?

Answer: Germany

111. FINRA is short for what self-regulatory, independent, non-government-affiliated organization whose mission is “to safeguard the investing public against fraud and bad practices”, according to its official website?

Answer: Financial Industry Regulatory Authority

112. The common financial index NASDAQ stands for National Association of Securities Dealers Automated WHAT?

Answer: Quotations

113. Which A-term doesn’t just mean you think your investment is a worthy one—it also refers to how much its value increases with time.

Answer: Appreciate

114. What American financial services company founded in 1869 is currently the second-largest investment bank in the world, but had humble beginnings when one man started working in a basement office in NYC that was next to a coal chute (you might say he was mining for success, if his last name was a clue)?

Answer: Goldman Sachs

115. What two-C-word alliterative term are the capabilities and advantages of a business or an individual that sets them apart from the competition?

Answer: Core competencies

116. An asset or industry sector that comprises a higher-than-normal percentage of a portfolio or an index may be described by what term that might also be used in a medical setting?

Answer: Overweight

117. In finance, which Greek letter is used to refer to an investment's ability to "beat the market," meaning to deliver an abnormally high rate of return relative to a benchmark?

Answer: Alpha

118. CEO Steve Steinour recently announced a commercial banking expansion in the Carolinas for what Columbus, Ohio-based bank with a logo that looks like a bunch of "H"s wrestling each other?

Answer: Huntington

119. What last name appears before the popular stock market indexes owned by the London Stock Exchange Group, one of which measures the 3,000 largest publicly held American companies, and another of which measures that index's 2,000 smallest companies?

Answer: Russell

120. After defrauding investors out of tens of millions of dollars, Bernie Madoff was sentenced to how many years jail? The answer ends in a zero, and twenty years either way will be accepted.

Answer: 150

121. In which century was the New York Stock Exchange founded?

Answer: 18Th Century

122. Established in 1924, MFS is one of the oldest investment firms in the USA. What does MFS stand for?

Answer: Massachusetts Financial Services

123. "Women & Money: Owning the Power to Control Your Destiny" is a 2007 self-help book by what finance guru who once hosted a show on CNBC?

Answer: Suze Orman

124. With a soaring valuation that reached more than $40 billion in the first half of 2021, what is the name of the Swedish fintech company that primarily features post-purchase payments (i.e., "buy now, pay later") and is headquartered in Stockholm?

Answer: Klarna

125. "The Money Book for the Young, Fabulous, & Broke" and "Women & Money: Owning the Power to Control Your Destiny" are books by what longtime CNBC host?

Answer: Suze Orman

126. What multinational technology and internet company, owner of Fitbit, launched its own Finance website in 2006, tracking stocks and earnings along with financial news?

Answer: Google

127. Translating from Latin to "it shall be" or "let it be done,” what type of money is defined by Investopedia as “a governmental-issued currency that is not backed by a physical commodity … but rather by the government that issued it?”

Answer: Fiat

128. Employers that pay employees “under the table” are more technically referred to as an informal economy. Informal economy is also known by what less spectrum-y color?

Answer: Grey

129. The cybersecurity startup Island received $11 million in funding from what Bosack and Lerner-founded San Jose tech giant that pioneered the LAN?

Answer: Cisco Systems

130. If you “have a structured settlement” but you “need cash now,” who can you call for cash? (according to the catchy jingle on the commercial, anyway)?

Answer: J.G. Wentworth

131. What three word term, with the initials TAA is an active management portfolio strategy that actively adjusts a portfolio's asset allocation where three primary asset classes (stocks, bonds and cash) are actively balanced and adjusted?

Answer: Tactical Asset Allocation

132. The PSI20 is the main stock index of the stock market that is based in which European country?

Answer: Portugal

133. The credit risk on a mortgage loan in the US is often absorbed by one of three human-name-sounding federal agencies including Fannie Mae, Freddie Mac, and what third agency?

Answer: Ginnie Mae

134. Which alternative investment company based in NYC was founded by Stephen Schwarzman and Peter Peterson in 1985 with an initial focus on mergers and acquisitions?

Answer: Blackstone Inc

135. With a reputation for strict secrecy and confidentiality, which Swiss bank manages the largest amount of private wealth in the world?

Answer: UBS

136. Ahoy! Also known as a lead investor, what A-word describes a qualified institutional buyer who steadies a fund before it goes public?

Answer: Anchor Investor

137. What New York wealth management firm was founded in 1907 by Henry Phipps Jr., and is still controlled by the Phipps family? The “B” name’s the same as the first inexpensive process of making steel from molten pig iron, patented in 1856.

Answer: Bessemer

138. What size "cap" do companies that have a market capitalization of between $300 million and $2 billion have?

Answer: Small

139. According to ADV Ratings, in 2020 the two largest wealth management firms as measured by assets under management were both headquartered in what country?

Answer: Switzerland

140. The autonomous region of Cantabria in northern Spain has what port city as its capital? The city is home to Spain's largest bank.

Answer: Santander

141. What alliteratively named 1949 book by Benjamin Graham is considered a must-read for anyone interested in value investing?

Answer: The Intelligent Investor

142. The name of what investment management firm traces its origin to when a dealer in antique prints left the firm's founder a book about Great Britain's naval achievements featuring Horatio Nelson's flagship at the Battle of the Nile?

Answer: Vanguard

143. Which financial software from Envestnet offers client features like Play Zone and is considered the most popular among advisors (at least in terms of market share by user—it was at 36% in 2021)?

Answer: MoneyGuidePro

144. If you’re thinking about getting a certificate of deposit (CD) but will need at least $100,000 you could consider an NCD—which is what kind of CD?

Answer: Negotiable

145. What E-word applies to money that is essentially stored in something valuable that you own, like your house or car?

Answer: Equity

146. Legend has it that a savvy investor named Oliver Gingold coined the term “blue chip” in the 1920s, taking a cue from poker, to describe high-value stocks. At the time, he was an employee of a company that would eventually become what major, index-worthy financial firm that likes to repeat the origin story?

Answer: Dow Jones

147. Sharing its name with a competitive sailing class, the Nordic 40 is an index on the stock exchange of which country?

Answer: Sweden

148. What two-word term describes what happens when a startup sells its shares at a lower price than what it sold them for in previous rounds of financing?

Answer: Down Round

149. Becoming one of the most well-known wealth management companies on its continent, Bancame te Banca is found in which southern hemisphere country?

Answer: Argentina

150. Launched by firm Standard & Poor, the S&P Merval is an index on which South American country’s stock market?

Answer: Argentina

151. What two-word, alliterative term is the process by which a fund manager asks the fund’s investors to contribute a portion of their fund commitment?

Answer: Capital call

152. Which American tech startup accelerator founded in 2005 by Paul Graham, Jessica Livingston, Robert Tappan Morris, and Trevor Blackwell has since backed more than 4,000 companies, including Instacart, Reddit, Dropbox, Twitch, and Stripe?

Answer: Y Combinator

153. What sort of curve, with the same name as a location in California, is a period of time, typically early in the company lifecycle, when a startup struggles to gain traction and is at the greatest risk of running out of cash?

Answer: Death Valley Curve

154. What two-word term with the initials DS is defined as the "amount paid toward the interest and principal of the mortgage as stated in the loan documents"? It's usually measured on an annual basis.

Answer: Debt Service

155. Generally considered a rough proxy for whether the rewards of an investment justify the risk, Nobel Prize winner Bill Sharpe created the eponymous ratio which divides investment return by what denominator?

Answer: Standard deviation

156. What sort of a letter is one provided by a company's independent public accountant to an underwriter when the underwriter has a due diligence responsibility regarding financial information included in an offering statement?

Answer: Comfort Letter

157. Founded in London, England in 2015 by Nikolay Stroronsky and Vlad Yatsenko, what app allows you to manage all your savings and investments? Its name is the first several letters of a word synonymous with insurrection.

Answer: Revolut

158. It’s often said that there are essentially four stages of wealth: accumulating, growing, protecting, and what final stage?

Answer: Transferring

159. As its name suggests, which app founded by Michael Katchen, Brett Huneycutt, and Rudy Adler in 2014 makes it easy to manage all kinds of financial transactions—from cash to crypto—as well as grow your investments?

Answer: Wealthsimple

160. What phrase describes the highly liquid capital that an angel investor holds onto specifically to invest (or perhaps, “sprinkle” onto) startups?

Answer: Dry Powder

161. What “l”arge financial planning company based in Grand Rapids, Michigan acquired Aimvest Technologies in 2021? Its name sounds like it operates throughout your whole existence.

Answer: LifeWorks

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