Financial PlanningRetirement Planning 401(k) What is a 401(k) Retirement Plan? A 401(k) is an employer-sponsored retirement plan that allows…
Investing Asset Class Asset Class Definition Asset classes are securities with similar features and financial structure. These securities…
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…
Investing Equities What are Equities? Equities are shares issued by a company which represent ownership in the…
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…
Investing Fixed Income Investment What are Fixed Income Investments? A fixed income investment is a fund or portfolio in…
Impact InvestingTrending Topics Impact Investing What is Impact Investing? Impact investing is the process of aligning various preferred values with…
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…
Investing Large Cap Large Cap Definition Large cap refers to companies with market capitalization of the stocks with…
Financial PlanningInvesting Margin Lending Margin Lending Definition Margin lending is the practice of borrowing money from a brokerage account…
Investing Market Capitalization What Is Market Cap? Market capitalization (Market Cap) refers to the value of all outstanding…
Financial PlanningInvesting Mid-Cap What is a Mid-Cap Stock? Mid-cap refers to the market capitalization of stocks of companies…
Financial PlanningInvestingRetirement Planning Money Market Fund What is a Money Market Fund? A money market fund is a mutual fund with…
