Financial PlanningRetirement Planning 401(k) What is a 401(k) Retirement Plan? A 401(k) is an employer-sponsored retirement plan that allows…
A Investing Asset Class Asset Class Definition Asset classes are securities with similar features and financial structure. These securities…
B Financial PlanningInvesting Blue Chip Blue Chip Meaning A blue chip is a high-quality, relatively low-risk investment; it usually refers…
Investing Diversification Diversification Definition Diversification is the process of owning different investments that tend to perform well…
Investing Equities What are Equities? Equities are shares issued by a company which represent ownership in the…
E Financial PlanningInvesting Exchange Traded Funds (ETFs) What Is an ETF? Exchange-traded funds are very similar to mutual funds, except that they…
Estate PlanningFinancial Planning Executor What Is an Executor? An executor, also called an executor of estate or executor of…
Financial PlanningPractice Management Fiduciary Fiduciary Definition A fiduciary is a person (or entity) who acts on behalf of another…
Impact InvestingTrending Topics Impact Investing What is Impact Investing? Impact investing is the process of aligning various preferred values with…
I Financial PlanningInvesting Index Fund Index Fund Definition An index fund is a type of mutual fund with a portfolio…
Financial PlanningRetirement Planning IRA What is An IRA? An Individual Retirement Account (IRA) is an account that allows you…
L Investing Large Cap Large Cap Definition Large cap is the name of companies with market capitalization of the…
Financial PlanningInvesting Margin Lending Margin Lending Definition Margin lending is the practice of borrowing money from a brokerage account…
M Investing Market Capitalization What Is Market Cap? Market capitalization (Market Cap) refers to the value of all outstanding…
Estate Planning Power of Attorney What is Power of Attorney POAs are legal documents that allow you to name an…
Retirement Planning Required Minimum Distribution What is RMD Required Minimum Distributions (RMDs) are withdrawals that the IRS requires you to…
Estate PlanningFinancial Planning Trustee Trustee Definition A trustee is a person or a company that manages the trust assets…
