Terminology & Concepts
This represents the total value (in percentage terms) of what you earn on your investments.
What is rate of return?
This is what shares of stock represent to the buyer.
What is ownership?
This is the periodic payment you receive from the issuer when you invest in a bond.
What is coupon payment?
This strategy is managed by Karina Funk and David Powell.
What is Large Cap Sustainable Growth?
Contributions to this retirement account are after-tax dollars and not tax deductible, but qualified distributions are tax free.
What is a Roth IRA?
This is the number of shares of a stock that are traded on a given day.
What is volume?
This is the name of a stock market index that indicates the value of 30 large cap US public companies.
What is Dow Jones Industrial Average?
The amount returned to the bondholder at maturity is called this.
What is face value or par value?
This is a grouping of securities based on a set of principles that is often used as a benchmark for comparison purposes.
What is an index?
This is retirement plan that's typically tax-deferred, like a 401(k) or a 403(b), in which employees contribute a fixed amount or a percentage of their paychecks in an account that is intended to fund their retirements. The sponsor company will generally match a portion of employee contributions as an added benefit.
What is a defined-contribution plan?
This is a risk management strategy that involves mixing a wide variety of investments within a portfolio.
What is diversification?
This ratio is a common metric used by analysts to determine stock valuation.
What is Price/Earnings ratio?
This is what bonds issued by the state and local government are called.
What are municipal bonds or muni’s?
These funds invest in short-term securities such as treasury bills and certificates of deposit. They are often used as a cash component of investment accounts.
What are money market mutual funds?
This retirement plan is an employer-sponsored retirement plan where employee benefits are computed using a formula that considers several factors, such as length of employment and salary history. The company administers portfolio management and investment risk for the plan.
What is a defined-benefit plan?
This is what you are doing when you invest an equal amount of money at regular intervals.
What is dollar-cost averaging?
This company was the first to reach $1 trillion market cap.
What is Apple?
This does not have to be paid on interest earned on treasury bills, notes and bonds.
What is state income tax?
This is how the closing price of mutual funds are calculated.
What is NAV?
These education plans have tax-deferred growth and distributions from these plans are excludible from gross income if used to pay certain educational expenses.
What are qualified tuition plans or 529 plans?
This is the risk that an asset cannot be bought or sold quickly enough to prevent a capital loss.
What is liquidity risk?
This is the closing price of the S&P 500 yesterday, 3/28/19 (within 50 points, or closest).
What is 2,815.44?
Bond rating companies rate bonds based on this risk.
What is default or credit risk?
This is the real name of EDM artist Avicii.
What is Tim Bergling?
The 2017 tax act doubled the amount of the federal estate, gift and generation skipping transfer tax exemptions to this amount.
What is $11.4m?