Retirement

  1. Tax-Advantaged

    Tax-advantaged refers to any type of investment, account, or plan that is either exempt from taxation, tax-deferred, or offers ...
  2. When Volatility Means Opportunity

    A volatile market can yield positive benefits for investors.
  3. Transition Planning: Include the Whole Family

    Death is one of the most uncomfortable - and necessary discussions that a family can have. As an advisor, it can be up to ...
  4. Scale Out

    Scale out is the process of selling portions of total held shares while the price increases.
  5. FTSE RAFI US 1000 Index

    The FTSE RAFI US 1000 Index is an index of stocks based on the largest 1,000 fundamentally ranked companies.
  6. Adjustment

    Adjustment is the use of mechanisms by a central bank to influence a home currency's exchange rate.
  7. Real Time

    Real time is when a system relays information to a user at a speed that is near instantaneous or has a short delay from when ...
  8. Bidder

    The bidder is the party offering to buy an asset from a seller at a specific price.
  9. All-Ordinaries Stock Index

    An all-ordinaries stock index is comprised of common shares from the Australian Stock Exchange. It is the most quoted benchmark ...
  10. Normal Market Size

    Normal market size is a share classification structure based on the number of shares outstanding.
  11. Manufactured Payment

    A manufactured payment is made to pass through dividend and interest payments from the borrower to the lender of those securities.
  12. Fast Market

    A fast market is a condition officially declared by a stock exchange during unusually high levels of volatility, combined ...
  13. Hollowing Out

    Hollowing out is the deterioration of a country’s manufacturing sector when producers opt for low-cost facilities overseas.
  14. Deep Market

    A deep market is a securities exchange where a large number of shares can be bought and sold without drastically affecting ...
  15. Fractal Markets Hypothesis (FMH)

    Fractal Markets Hypothesis is an alternative investment theory to Efficient Market Hypothesis (EMH). It analyzes the daily ...
  16. Horizontal Market

    A horizontal market is diversified so that the products created are able to meet the needs of more than one industry.
  17. Sine Wave

    A sine wave is a geometric waveform that oscillates (moves up, down or side-to-side) periodically, and is defined by the ...
  18. Career advice: Financial analyst versus research analyst

    Read an in-depth comparison between a career as a financial analyst and a career as a research analyst, including advice ...
  19. Black Thursday

    Black Thursday is the name for Thursday, Oct. 24, 1929, when the Dow plunged 11 percent, precipitating the Crash of 1929 ...
  20. Laggard

    A laggard is an underperforming stock or security and will typically have lower-than-average returns compared to the market.
  21. Bed And Breakfast Deal

    In the UK, a bead and breakfast deal is when a security holder sells it at the end of the last day of the financial year ...
  22. Rent Ceiling

    Rent ceiling is the maximum price a landlord is allowed to charge for rent. They are usually set by law and limit how high ...
  23. Core Durable Goods Orders

    Core durable goods orders refers to new orders for U.S. core durable goods, which are the total durable goods orders, excluding ...
  24. Decimalization

    Decimalization is a system where security prices are quoted using a decimal format rather than fractions.
  25. Thomson First Call

    Thomson First Call has provided access to commingled financial research since 1984. Today, Thomson First Call distributes ...
  26. Core Liquidity Provider

    A core liquidity provider is an underwriter or a market maker that is a sizable holder of a given security or that facilitates ...
  27. NY Empire State Index

    The NY Empire State Index is a seasonally adjusted index that tracks the results of the Empire State Manufacturing Survey. ...
  28. Implementation Shortfall

    An implementation shortfall is the difference between the price when a buy or sell decision is made and the final execution ...
  29. Seasoned Security

    A seasoned security has been publicly traded in the secondary market long enough to eliminate any short-term effects from ...
  30. How to Assess a Real Estate Investment Trust (REIT)

    Find out why funds from operations (FFO) and adjusted funds from operations (AFFO) are superior predictors of REIT performance. ...
  31. Noise

    In a broad analytical context, noise refers to information or activity that confuses or misrepresents genuine underlying ...
  32. Idle Funds

    Idle funds refers to money that is not invested or deposited into interest-bearing accounts, and, therefore, earns no interest ...
  33. Credence Good

    A credence good is a type of good with qualities that cannot be observed by the consumer after purchase, making it difficult ...
  34. Russell 3000 Value Index

    Russell 3000 Value Index is a market-capitalization weighted equity index maintained by the Russell Investment Group and ...
  35. Lifestyle Inflation

    Lifestyle inflation refers to increasing spending when income goes up.
  36. Emigration

    Emigration is the relocation of people from one country to reside in another.
  37. 6 Stocks That Can Soar With The Dollar

    Soaring Dollar: Domestic-oriented stocks may thrive
  38. Who Killed Sears? 50 Years on the Road to Ruin

    The struggling retailer is exploring all avenues to survive. Will Amazon be its saver?
  39. Breaking Into Finance? This Executive VP Has Some Advice

    We asked Schwab's Executive VP of Investor Services what advice she'd give to graduates hoping to break into her field, and ...
  40. GDP Gap

    GDP gap is the forfeited output of a country's economy resulting from the failure to create sufficient jobs for all those ...
  41. How The Income Statement and Balance Sheet Differ?

    The balance sheet shows a company’s total value while the income statement shows whether a company is generating a profit ...
  42. Career Advice: Financial Analyst versus Investment Banker

    Discover an in-depth comparison between working as a financial analyst versus working as an investment banker. Find out what ...
  43. Defunct

    Defunct, in a business context, refers to the condition of a company, whether publicly traded or private, that has gone bankrupt ...
  44. Fixed and Variable Rate Allowance (FAVR)

    The Fixed and Variable Rate Allowance (FAVR) is a way of reimbursing employees who use their own or leased vehicles for work-related ...
  45. How to Manage the Timing and Sources of Income in Retirement

    Moving from a paycheck to multiple retirement income sources can be complicated. Understanding how to manage the two types ...
  46. Chaos Theory

    Chaos theory is a mathematical concept that explains that it is possible to get random results from normal equations.
  47. Core Competency

    Core competency is a narrowly defined field or task at which a company excels.
  48. Linder Hypothesis

    Linder Hypothesis posits that countries with similar per capita income have similar quality products, which leads to them ...
  49. How do top-down and bottom-up investing differ?

    The top-down approach to investing focuses on the "big picture" or how the economy drives stocks. Bottom-up investors focus ...
  50. Buffett's 3 Best Rules For Stock Investing

    Smiling Oracle: Buffett's investing rules have resulted in 20.9% annual returns
Hot Definitions
  1. 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 ...
  2. Price-Earnings Ratio - P/E Ratio

    The Price-to-Earnings Ratio or P/E ratio is a ratio for valuing a company that measures its current share price relative ...
  3. Internal Rate of Return - IRR

    Internal Rate of Return (IRR) is a metric used in capital budgeting to estimate the profitability of potential investments.
  4. Limit Order

    An order placed with a brokerage to buy or sell a set number of shares at a specified price or better.
  5. Current Ratio

    The current ratio is a liquidity ratio that measures a company's ability to pay short-term and long-term obligations.
  6. Return on Investment (ROI)

    Return on Investment (ROI) is a performance measure used to evaluate the efficiency of an investment or compare the efficiency ...
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