When Is the Right Time to Hire a Financial Advisor?
Many people think you shouldn’t hire a financial advisor until you have accrued a great deal of assets. However, that’s ...
Rate of Return
What Is Rate of Return? The rate of return measures the performance of an investment. Rate of return is calculated ...
Liquidity
What is Liquidity? Liquidity is the ease and speed with which an asset or security can be bought or sold. ...
Beneficiary
What Is a Beneficiary? A beneficiary is the person or entity who will receive benefits from a life insurance policy, ...
Benchmark
What Is a Benchmark in Finance? Financial benchmarking involves running financial analyses in order to compare business practices and the ...
Dividend
Dividend Definition A dividend is a portion of a company’s profit paid to common and preferred shareholders. They provide an ...
Yield Curve
What Is a Yield Curve? A yield curve is the relationship between interest rates and time, and is determined by ...
Mutual Funds
What Is a Mutual Fund? A mutual fund is a fund operated by an investment company that raises money from ...
Stocks
What Is a Stock? A stock is a long-term, growth-oriented investment representing ownership in a company; also known as ‘equity.’ ...
Bonds
What Is a Bond? A bond acts like a loan or an IOU that is issued by a corporation, municipality, ...
2021 4th Quarter Commentary: “A Bit of Déjà Vu”
Recap A reasonable person could sit here at the end of 2021 and have a sense of Groundhog Day – ...