annuity

Investor Basics: What Is An Annuity?

An annuity is a contract that takes in cash and then pays a fixed income stream to its holder for a set period of time. As retirement nears, the shift … Read more

Posted on January 12, 2018 by
enterprise value

Investor Facts: What Is Enterprise Value?

Enterprise value is a calculation of a company’s total value in dollar terms. Figuring out what a company is “worth” can be difficult. Often, investors use market capitalization, the dollar … Read more

Posted on January 5, 2018 by
dividend

Investor Facts: What Is A Dividend?

A dividend is a periodic cash payment to shareholders of a company. Usually made quarterly, a dividend payment is a distribution of corporate profits. The number of shares an investor … Read more

Posted on December 30, 2017 by
cd ladder

Investor Facts: What Is A CD Ladder?

A CD ladder is a method of investing in certificates of deposit (CDs) that helps you earn some interest now while reducing the risk of missing higher rates later. CD issuers … Read more

Posted on December 13, 2017 by
bond duration

Investor Facts: What Is Bond Duration?

Bond duration is the length of time it takes for a bond to pay back an investor. Think of a bond as a loan, similar to a mortgage. If the … Read more

Posted on December 7, 2017 by
capital gains

Investor Facts: What Is A Capital Gain?

A capital gain is a profit realized from the sale of an investment. Stock, bonds and other investments purchased at given price may be later sold at a higher price. … Read more

Posted on November 30, 2017 by
account minimum

Investor Facts: What Is An Account Minimum?

An account minimum is the least amount of money or assets an investor must deposit in order to work with an advisory firm. Investment firms and mutual funds specify an … Read more

Posted on October 25, 2017 by
automatic rebalancing

Investor Facts: What Is Automatic Rebalancing?

Automatic rebalancing is the automated buying and selling of investments in a portfolio. Many retirement-oriented investment plans offer automatic rebalancing. Automatic rebalancing means the portfolio periodically reverts to a specific … Read more

Posted on October 20, 2017 by
fundamental analysis

Investor Facts: What Is Fundamental Analysis?

Fundamental analysis is a synonym for stock analysis, that is, the study of a company’s prospects as an investment. Investors who choose to purchase stocks can choose to buy broad … Read more

Posted on October 13, 2017 by
consumer price index

Investor Facts: What Is The Consumer Price Index?

The Consumer Price Index (CPI) is an official government statistic that measures inflation. Inflation expresses the rising cost of living. Governments track inflation by following a selection of goods and … Read more

Posted on October 5, 2017 by