Financial PlanningRetirement Planning 401(k) What is a 401(k) Retirement Plan? A 401(k) is an employer-sponsored retirement plan that allows…
Financial PlanningTax Planning Adjusted Gross Income (AGI) What Is Adjusted Gross Income? Adjusted gross income (AGI) is one figure used in the…
Impact InvestingInvesting Alternative Investments What Are Alternative Investments? Alternative investments indicate assets that aren’t considered “conventional” investment types, like…
Investing Annualized Rate of Return What is Annualized Rate of Return? Annualized rate of return is the average annual return…
Financial Planning Annuity What Is an Annuity? An annuity is a contract with an insurance company that guarantees…
Financial PlanningInvesting Appreciation What is Appreciation? Appreciation means that the value of a financial asset increases over time.…
InvestingRetirement Planning Asset Allocation What is Asset Allocation? Asset allocation is the process of dividing investments among cash, equities…
Investing Asset Class Asset Class Definition Asset classes are securities with similar features and financial structure. These securities…
Financial PlanningInvesting Basis Points (BPS) What is a Basis Point? A basis point represents one gradation on a 100-point scale…
Financial PlanningInvesting Bear/Bull Market What is a Bear or Bull Market? A bear market is a prolonged period of…
Financial PlanningInvesting Benchmark What Is a Benchmark in Finance? Financial benchmarking involves running financial analyses in order to…
Estate PlanningInvesting Beneficiary What Is a Beneficiary? A beneficiary is the person or entity who will receive benefits…
Financial PlanningInvesting Blue Chip Blue Chip Meaning A blue chip is a high-quality, relatively low-risk investment; it usually refers…
Financial PlanningInvestingTax Planning Capital Gains What are Capital Gains? Capital gains are the difference between a security’s purchase price and…
Investing Diversification Diversification Definition Diversification is the process of owning different investments that tend to perform well…
Financial PlanningInvesting Dividend Dividend Definition A dividend is a portion of a company’s profit paid to common and…
Investing Equities What are Equities? Equities are shares issued by a company which represent ownership in the…
