Retirement

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  1. Who Are Delta Airlines’ Main Competitors? (DAL)

    Compare the top competitors of Delta Air Lines, Inc. Take a deeper look into the key drivers of competition in the airline ...
  2. Advisors: How to Put Bond ETF Dollars To Work

    The first few days of the year have been marked by strong investor demand for ETFs, including U.S. bond ETFs. Here's what ...
  3. Unallocated Loss Adjustment Expenses (ULAE)

    Unallocated loss adjustment expenses (ULAE) are expenses that are not attributed to the processing of a specific insurance ...
  4. Surplus Share Treaty

    A surplus share treaty is reinsurance in which the ceding insurer retains a fixed amount of liability and the reinsurer takes ...
  5. Accelerated Death Benefit (ADB)

    An accelerated death benefit (ADB) allows a life insurance policyholder to get cash advances against the death benefit if ...
  6. Net Premium

    Net premium is the expected present value of a policy’s benefits minus the expected present value of future premiums.
  7. Incontestability Clause

    An incontestability clause is a clause that prevents providers from voiding coverage due to misstatement by the insured after ...
  8. Mortality Table

    A mortality table shows the rate of deaths occurring in a defined population during a selected time interval or survival ...
  9. What is the 'three-legged stool'?

    The "three-legged stool" is an old phrase that many financial planners used to describe the three most common sources of ...
  10. How New Tax Changes Promote 529 Investments

    The latest round of tax reform has triggered new interest in the benefits of 529 savings plans.
  11. How to Retire a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  12. Accredited In Business Valuation (ABV)

    Accredited In Business Valuation (ABV) is a professional designation awarded to CPAs who specialize in calculating the value ...
  13. Master Analyst in Financial Forensics (MAFF)

    A Master Analyst in Financial Forensics (MAFF) is a specialized accounting credential certifying expertise in identifying ...
  14. Public Offering Price (POP)

    The public offering price (POP) is the price at which new issues of stock are offered to the public by an underwriter.
  15. Two-Sided Market

    A two-sided market is when two user groups or agents interact through an intermediary or platform to the benefit of both ...
  16. All Risks

    All risks is a type of insurance coverage that automatically covers any risk that the contract does not explicitly omit.
  17. Chartered Life Underwriter (CLU)

    A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance ...
  18. Casualty Insurance

    Casualty insurance is a broad category of coverage against loss of property, damage or other liabilities.
  19. Operating Earnings

    Operating earnings are profit earned after subtracting from revenues those expenses that are directly associated with operating ...
  20. Burning-Cost Ratio

    Burning-cost ratio is an insurance industry calculation of excess losses divided by the total subject premium.
  21. Frequency-Severity Method

    Frequency-severity method is an actuarial method that determines expected number of claims (and average costs) that will ...
  22. How to Help Clients Understand ETF Liquidity

    With individual stocks, liquidity is about trading volume and its regularity—more is better. For clients who want ETFs, there’s ...
  23. Series 11

    The Series 11 is a securities license that allows holders to provide current securities quotations and accept unsolicited ...
  24. Advisor Insights: Frequently Asked Questions

    Here are answers to frequently asked questions about Investopedia's Advisor Insights platform.
  25. Resolving Disputes With Your Financial Advisor

    Before you blame your advisor for your losses, be sure you know your rights and responsibilities.
  26. How is a company's stock price and market cap determined?

    A company's market cap is represented by its outstanding number of shares multiplied by its stock price, which is initially ...
  27. Bernstein: These Are the Mistakes Bond Investors Made

    Richard Bernstein Advisors is known for its top-down approach that focuses on macro trends. Here he considers incorrect assessments ...
  28. Closing in on Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these key tips.
  29. Synthetic

    Synthetic is the term given to financial instruments that are created artificially by simulating other instruments with different ...
  30. Series 26

    The Series 26 is a securities exam and license entitling the holder to supervise those who sell funds, variable annuities ...
  31. Series 34

    The Series 34 is an exam and license required for individuals seeking to engage in off-exchange forex transactions with retail ...
  32. Series 9/10

    Series 9/10 is a two-part securities exam and license entitling the holder to supervise sales activities at a general securities-oriented ...
  33. Series 53

    The Series 53 is an exam and license that permits an individual to supervise the municipal securities activities of a securities ...
  34. Registered Principal

    A registered principal is a licensed securities dealer who is also empowered to oversee operational, compliance, trading ...
  35. Series 31

    The Series 31 is an exam and securities license entitling the holder to sell managed futures funds or supervise those activities.
  36. Fulcrum Fee

    A fulcrum fee is a performance-based fee that adjusts up or down based on outperforming or underperforming a benchmark.
  37. Personal Financial Specialist - PFS

    Personal Financial Specialist is a specialty credential for CPAs who are expert at helping individuals with all aspects of ...
  38. Series 4

    The Series 4 is an exam and securities license entitling the holder to supervise options sales personnel and compliance issues. ...
  39. Round Trip Transaction Costs

    Round trip transaction costs refers to all the costs incurred in a securities or other financial transaction.
  40. This Is What Jeff Bezos's Portfolio Looks Like

    Take a tour of one of the most broad-ranging billionaire investment portfolios, that of Jeff Bezos, founder and CEO of Amazon.com.
  41. Agency Cross

    An agency cross is a transaction in which an investment adviser acts as the broker for both his client and the other party ...
  42. Series 27

    The Series 27 is a securities license entitling the holder to prepare and manage the books and record keeping at a member ...
  43. Series 3

    The Series 3 is a securities license entitling the holder to sell commodities futures contracts and options on commodities ...
  44. Should You Replace Your Annuity – or Not?

    Sometimes, replacing an annuity is a better deal for the insurer and its sales rep than it is for you. Ask the right questions ...
  45. Coming Soon: A Bigger Paycheck

    Changes are coming to your paycheck in 2018. The 2017 tax bill will likely result in lower withholding amounts and more money ...
  46. An Overview of Itemized Deductions

    Itemized deductions will mostly stay the same for 2017 tax year (medical deductions improve under the new tax bill). Big ...
  47. Cash Balance Pensions: Pros, Cons for Small Biz

    Are cash balance pensions the right solution for your small business clients?
  48. Period Certain

    Period certain is a life annuity option that allows the customer to choose when and how long to receive payments, which beneficiaries ...
  49. Form T

    Form T is an electronic form that FINRA requires brokers to use for reporting equity trades executed outside of normal market ...
  50. This ETF Is Prepared for Trump's Tax Plan

    There is one ETF in the market that was designed for exactly this moment in time, the passing of the most sweeping tax reform ...
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Hot Definitions
  1. Debt/Equity Ratio

    The D/E ratio indicates how much debt a company is using to finance its assets relative to the value of shareholders’ equity.
  2. Exchange-Traded Fund (ETF)

    A security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange.
  3. Net Present Value - NPV

    Net Present Value (NPV) is the difference between the present value of cash inflows and the present value of cash outflows ...
  4. Return On Equity - ROE

    The amount of net income returned as a percentage of shareholders equity. Return on equity measures a corporation's profitability ...
  5. Bond

    A bond is a fixed income investment in which an investor loans money to an entity (corporate or governmental) that borrows ...
  6. Whole Life Insurance Policy

    A life insurance contract with level premiums that has both an insurance and an investment component. The insurance component ...
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