Mid-Year 2021 Market Recap & Outlook
Following a quarter of relative “normalization,” our team talks inflation, earnings, equities, and more in our 2021 mid-year market recap ...
401(k)
What is a 401(k) Retirement Plan? A 401(k) is an employer-sponsored retirement plan that allows employees to defer a portion ...
Volatility
Volatility Definition Volatility is the amount and frequency with which an investment fluctuates in value. A volatile market gives traders ...
Power of Attorney
What is Power of Attorney POAs are legal documents that allow you to name an “agent” (also sometimes referred to ...
Diversification
Diversification Definition Diversification is the process of owning different investments that tend to perform well at different times in order ...
Margin Lending
Margin Lending Definition Margin lending is the practice of borrowing money from a brokerage account while leveraging investment assets as ...
Required Minimum Distribution
What is RMD Required Minimum Distributions (RMDs) are withdrawals that the IRS requires you to take from tax-deferred accounts (such ...
Trust
What is a Trust? A trust is a legal relationship where the owner, or trustor, gives another party, the trustee, ...
Impact Investing
What is Impact Investing? Impact investing is the process of aligning various preferred values with the generation of financial returns. ...
Equities
What are Equities? Equities are shares issued by a company which represent ownership in the company. Ownership of property, usually ...
IRA
What is An IRA? An Individual Retirement Account (IRA) is an account that allows you to save for retirement through ...
Fiduciary
Fiduciary Definition A fiduciary is a person (or entity) who acts on behalf of another party and who must put ...
