Mutual Funds
What Is a Mutual Fund? A mutual fund is a fund operated by an investment …
Net Worth
What is Net Worth? Net worth is the total value of a company’s or individual’s …
Power of Attorney
What is Power of Attorney POAs are legal documents that allow you to name an …
Price/Earnings Ratio (P/E Ratio)
P/E Ratio Meaning The Price/Earnings Ratio (P/E Ratio) is a ratio used by investors to …
Probate
What is Probate? Probate is the court proceeding in which a deceased person’s Will is …
Rate of Return
What Is Rate of Return? The rate of return measures the performance of an investment. …
Real Estate Investment Trust (REIT)
What is a REIT? A Real Estate Investment Trust, or REIT, is a pooled investment …
Required Minimum Distribution
What is RMD Required Minimum Distributions (RMDs) are withdrawals that the IRS requires you to …
Risk Tolerance
Risk Tolerance Definition Risk tolerance is a measurement of the degree of variability in investment …
Share Classes
What are Share Classes? Share classes represent ownership in the same fund that charge different …
Small Cap
What is a Small Cap Stock? Small cap refers to the market capitalization of stocks …
Stocks
What Is a Stock? A stock is a long-term, growth-oriented investment representing ownership in a …
Trust
What is a Trust? A trust is a legal relationship where the owner, or trustor, …
Trustee
Trustee Definition A trustee is a person or a company that manages the trust assets …
Volatility
Volatility Definition Volatility is the amount and frequency with which an investment fluctuates in value. …
Yield Curve
What Is a Yield Curve? A yield curve is the relationship between interest rates and …
