Bonds
What Is a Bond? A bond acts like a loan or an IOU that is issued by a corporation, municipality, ...
Annualized Rate of Return
What is Annualized Rate of Return? Annualized rate of return is the average annual return over a period of years, ...
Bear/Bull Market
What is a Bear or Bull Market? A bear market is a prolonged period of falling stock prices, usually marked ...
Basis Points (BPS)
What is a Basis Point? A basis point represents one gradation on a 100-point scale representing 1%. This term is ...
Asset Allocation
What is Asset Allocation? Asset allocation is the process of dividing investments among cash, equities (ex. U.S. Large Cap, International), ...
Appreciation
What is Appreciation? Appreciation means that the value of a financial asset increases over time. This increase occurs for many ...
Alternative Investments
What Are Alternative Investments? Alternative investments indicate assets that aren’t considered “conventional” investment types, like stocks, bonds, and cash. Alternative ...
Pay Attention to How Your Accounts are Titled
Do you have sizeable jointly-held accounts with your spouse? Is your estate large enough that it could be subject to ...
