Financial Planning and Investing Glossary
Financial Planning and Investing Glossary (Rutgers NJAES)
Financial Planning and Investing Glossary compiled by Barbara O'Neill, Ph.D., CFP, Rutgers New Jersey Agricultural Experiment Station (NJAES) Cooperative ...
Glossary of Financial Terms - Clute Wealth Management
Asset Allocation Plan – The process of dividing investments among different kinds of assets, such as stocks, bonds, real estate and cash, to optimize the risk/ ...
Glossary of Financial Investment Terms | Halbert Hargrove
Retirement Planning: A plan made and kept by an individual for setting aside income for life after you leave the workforce. Registered Investment Advisor (RIA): ...
Invest. To commit money to earn a financial return; the strategic purchase or sale of assets to produce income or capital gains. Investment. Something ...
Glossary of Investment Terms | J.P. Morgan Asset Management
Asset allocation - The process of dividing investments among cash, income and growth buckets to optimize the balance between risk and reward based on investment ...
Investing Terms for Dummies | Financial Jargon Explained
Investing Terms 101 · Equity. Financial Speak: Ownership interest in a company. · Exchange-Traded Fund (ETF). Financial Speak: A basket of securities traded on an ...
Investing Glossary: 100+ Terms and Definitions - Charles Schwab
The combined holding of stocks, bonds, cash, and other investments held by an individual investor, mutual fund, exchange-traded fund (ETF), or financial ...
Gossary of Finanical Terms | Financial Planner Kahler Financ
A financial planner is a practicing professional, such as a chartered financial analyst as well as other financial advisors, who help people deal with various ...
Glossary of Financial Terms - DFPI - CA.gov
Financial Planner — An investment professional who helps clients set and achieve financial goals, through investments, tax planning, asset allocation, risk ...
Financial Planning Terms To Familiarize Yourself With
The strategic distribution of investments across asset classes to balance risk and return according to an investor's goals and risk tolerance. Automatic ...
Financial Advisor Glossary: Terms You Should Know ... - Barron's
You'll be better equipped to find an advisor if you knwo the terms in this glossary. · Broker. · Chartered Financial Analyst (CFA). · Chartered ...
Glossary of Investment Terms - First Commonwealth Bank
ASSET ALLOCATION - the act of investing in different types of assets to minimize investment loss and reduce volatility. · BALANCED FUND · BEAR MARKET · BOND · BULL ...
Glossary of Terms - Client Resources - Raymond James
This glossary is designed to help you understand some of the more common investment and financial terms you may encounter. Your financial advisor can ...
Glossary of Investment Terms - RSIC - South Carolina
Glossary of Investment Terms · Annual Return · Asset · Asset-Backed Securities · Asset Classes · Bear Market · Benchmark · Bull Market · Capital Gain.
An employer-sponsored retirement savings plan that gives employees a choice of investment options, typically mutual funds. Employees who participate in a ...
Glossary of Common Investing Terms
A record of transactions and holdings in an account at a financial institution or investment firm provided at the end of a period (i.e., each month, quarter, ...
Glossary of Financial Terms - Plancorp
Financial planning and investment management for nonprofits, endowments, and organizations. 40 years in business with over $6.5 billion assets under ...
Investing Definitions and Financial Terms - Morningstar
Explore Morningstar's glossary of investing definitions. Learn about financial terms and how they apply to the stock market, the economy, and your ...
Glossary of Financial Terms - Senior Finance Advisor
Analyst: A financial analyst, securities analyst, research analyst, equity analyst, investment analyst, or rating analyst is a person who performs financial ...
Wealth Management Glossary | Freedom First
Asset allocation does not guarantee against loss; it is a method used to help manage investment risk. Asset Class A category of investments with similar ...