financial literacy

Investing Basics: What Is Financial Literacy?

Financial literacy is a solid understanding of finance in ordinary life. Financial literacy can be as simple as grasping the value of a dollar as a youngster and as complex as … Read more

Posted on February 21, 2018 by
exchange traded fund

Investor Facts: What Is An Exchange-Traded Fund?

An exchange-traded fund (ETF) is an investment vehicle that tracks a specific investment index. ETFs often are compared to index funds, which also use baskets of investments such as stocks … Read more

Posted on February 2, 2018 by

Investor Basics: What Is Vesting?

Vesting is a company policy that specifies when an employee fully controls retirement plan contributions made to his or her account by the employer. Employers want to keep you as long as they can. As part of … Read more

Posted on January 19, 2018 by

Investor Facts: 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

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