Passive ETFs | Investment companies | Achievable Series 6

Series 6

Textbook

1. Common stock

2. Preferred stock

3. Debt securities

4. Corporate debt

5. Municipal debt

6. US government debt

7. Investment companies

7.1 Foundations

7.2 Types of funds

7.3 Open-end management companies

7.4 Closed-end management companies

7.5 Passive ETFs

7.7 Unit investment trusts (UITs)

7.8 Tax considerations

7.9 Inherited & gifted securities

7.10 Wash sales

7.11 Suitability

7.12 Alpha and beta

8. Insurance products

9. The primary market

10. The secondary market

11. Brokerage accounts

12. Retirement & education plans

13. Rules & ethics

14. Suitability

7.5 Passive ETFs

Passive ETFs | Investment companies | Achievable Series 6