Any person who commits capital with the expectation of financial returns is an investor. Common investment vehicles include stocks, bonds, commodities, and mutual funds.

A retail investor is a nonprofessional investor who buys and sells securities, mutual funds or ETFs through a brokerage firm or savings account. Retail investors can be contrasted with institutional investors.

An accredited investor has the financial sophistication and capacity to take the high-risk, high-reward path of investing in unregistered securities sans certain protections of the SEC.

Accredited investors can invest money in the profitable world of private equity, private placements, venture capital, hedge funds, and equity crowdfunding.

An angel investor is usually a high-net-worth individual who provides financial backing for small startups or entrepreneurs, usually in exchange for ownership equity.

A sophisticated investor is a type of investor with significant net worth and experience, permitting advanced investment opportunities.

An institutional investor is a nonbank person or organization trading securities in quantities large enough to qualify for preferential treatment.

The State Street Investor Confidence Index measures institutional investor confidence. It is derived from looking at the risk taken by institutional investors.

The bears are circling as asset prices are being reset amid higher interest rates. Christine Benz, John Rekenthaler of Morningstar, and Anastasia Amoroso of iCapital join Caleb at Investor Connection, a live event from last week, for a conversation on how individual investors can reset their portfolios given the new market dynamics. Plus, we discuss why the dot plot—one of the most boring charts in economics and investing—is the most important data set for investors to pay attention to today.

A non-accredited investor is anyone who fails to meet the SEC income or net worth requirements for accredited investors.