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…
