moving average

Investor Facts: What Is A Moving Average?

A moving average is a statistical tool that smooths out the ups and downs of a given indicator over time. Investment analysts and economists often look at the changing value … Read more

Posted on December 5, 2018 by
mark to market

Investor Facts: What Is Mark to Market?

Mark to market is an accounting standard that requires a company to state the value of its assets in immediate, daily terms. Most investors are used to thinking about their … Read more

Posted on November 26, 2018 by
leverage

Investor Facts: What Is Leverage?

Leverage is an investing term that describes the strategy of borrowing money to make an investment. Typically, this is done through a stock brokerage using what’s known as a margin … Read more

Posted on October 24, 2018 by
alpha

Investor Facts: What Is Alpha?

Alpha is a finance term which means how much an investment returns in excess of the market as a whole. There are many ways to think about the market as … Read more

Posted on October 12, 2018 by
after-tax contribution

Investor Facts: What Is An After-Tax Contribution?

An after-tax contribution is exactly what it sounds like: Money put into a retirement plan after the contributor has paid income taxes on that money. Most people make contributions that … Read more

Posted on October 1, 2018 by
withdrawal rate

Investor Facts: What Is A Withdrawal Rate?

Withdrawal rate is amount of money one can withdraw monthly or annually from a retirement investment portfolio without running out of money. The money in a retirement portfolio is there … Read more

Posted on September 7, 2018 by
wealth management

Investor Facts: What Is Wealth Management?

Wealth management is the coordinated management of multiple areas of wealth, generally for a household or family unit. It often includes oversight of cash flow, risk management, investment management, taxation, … Read more

Posted on August 31, 2018 by
debt reduction

What’s The Best Way To Reduce Debt Quickly?

Carrying debt, particularly high-interest debt such as on a credit-card, is no way to build a solid financial life. You must reduce debt quickly to even get started. The problem … Read more

Posted on August 17, 2018 by
what are tips

Investor Facts: What Are TIPS?

Treasury inflation-protected securities (TIPS) are a type of bond issued by the U.S. government that guarantee a return equal to at least the rate of inflation. Money invested in Treasury inflation-protected securities … Read more

Posted on August 17, 2018 by

Investor Facts: What Is Tactical Asset Allocation?

A tactical asset allocation is an investment strategy based on making timely changes in the amount, size and holding periods of a variety of securities. Most investors hold more than one … Read more

Posted on July 11, 2018 by