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Investment Strategy

Investor Economic and Financial Education

Retirement / General

12 Financial Tips
Financial planning guidelines.

Why Use an Investment Advisor
In today's world, proper financial planning is more important than ever.

The Power of Compound Interest
Learn the power of compound Interest

Reasons to use a Financial Advisor
With the overwhelming amount of options available to investors, financial advisors have increasingly become an invaluable resource...

Its Best to Start Early
You should begin investing in an IRA as soon as possible...

401k Plans
Attracting and retaining quality employees through a 401k retirement plan.

Retirement & Your Future Buying Power
More than ever the quality of your life in retirement will depend on the actions you take today.


Dollar Cost Averaging
One of the best ways to hedge against short-term fluctuations is with an investment strategy called “Dollar Cost Averaging (DCA).

Retirement Planning
Why it is more important now than ever before to plan for retirement...

College Planning
A college education is one of the most important ways you can contribute to your child's future.

Roth IRAs
Roth vs. Traditional IRAs
You may be wondering if you should stick with the tried and true "Traditional" IRA or if it makes better sense to invest with a Roth IRA.

Stock quotes

Socially responsible investing


Fenton Report Globalization and Wealth Management News

Recommended Investment Books

 

 

See also our Investment Dictionary


A B C D E F G H I J K L M N O P Q R S T U V W X Y Z


A
Account, Retirement
Accrued Interest (Bonds)
Ad Valorem Tax
ADR
Advanced Refunding (Bonds)
Advisor, Financial
Advisor, Investment
After Tax Yield (Bond)
Allocation
American Depository Receipt
American Stock Exchange
AMEX
AMT Bonds
Analyst
Annual Report
Annuity
Arbitrage
Ask
Asset
Asset Management
Average Life (Bond)

B
Balance Sheet
Basis Point
Bear
Bear Market
Bearer Bond
Beneficiary
Benefit Accrual
Benefit, Vested
Benjamin Strong, Jr.
Beta
Bid
Block
Blue Chip
Bond
Bond Funds (Municipal)
Bond Insurance
Bond Rating
Book Entry Only
Book Value
Brokerage
Bull
Bull Market
Business Plan

C
Call
Callable Bonds
Capital Gain
Capital Gains (Bonds)
Capital Losses (Bonds)
Cash Balance Plan
Cash Flow
CD
Certificate of Deposit
Charitable Giving
Charity
College Savings
Community Property
Compensation
Compensation, Executive
Compound Interest
Consumer Price Index
Convertible Bond
Coupon
CPI
Credit Rating (Bonds)
Current Interest Bond
Current Yield
Cusip Number

D
Death Tax
Debenture
Debt Service
Debt to Equity Ratio
Default (Bonds)
Deferred Compensation
Defined Benefit Plan
Defined Contribution Plan
Deflation
Discount
Discount Rate
Diversification
Dividend
DJIA
Dollar Cost Averaging
Double Exemption
Dow Jones Industrial Average
Durable Power of Attorney
Duration
Dynasty Trust

E
EBSA
Economic Growth
Efficient Market Theory
Employee Benefit Security Administration
Employee Stock Ownership Plan
Equities
Equity
ERISA
Escrowed to Maturity
ESOP
Estate Planning
Estate
Estate Tax
Ex-Dividend
Executive Compensation

F
Face Amount
Fed, The
Federal Funds Rate
Federal Reserve
Fee Based Financial Planning
Fiduciary
Fiduciary, Plan
Finance, Personal
Financial Advisor
Financial Analyst
Financial Industry Regulatory Authority
Financial Plan
Financial Planner
Financial Planning
FINRA
First Coupon
Fitch IBCA
Fund
Fund Selection
Fund, Sinking (Bonds)

G
General Obligation
Generation Skipping Trust
Growth Fund
Growth Stock
Growth, Economic
Growth, Productivity

H
High Yield Bond

I
Incentive Trust
Index Fund
Individual Benefit Statement
Individual Retirement Account
Inflation
Initial Public Offering
Insider Trading
Insurance
Insured Bond
Interest Rate
Interest, Compound
Investment Advisor
Investment Banking
Investment Grade
IPO
IRA
IRA Rollover

J
Joseph Schumpter
Junk Bond

K
Keogh Plan

L
Leadership
Life Insurance
Life Insurance Trust
Limit Order
Listed Security
Load Waived
Loaded Mutual Fund
Long



M
Margin
Market, Bear
Market Capitalization
Market Order
Maturity
Merger
Money Management
Money Management (Personal)
Money Market
Money Purchase Plan
Moody
Moral Obligation
Morningstar
Multi-Employer Plan
Muni
Municipal Bond
Municipal Bond Funds
Mutual Fund

N
NASD
NASDAQ
National Association of Securities Dealers
Nest Egg
New Issue
New York Stock Exchange
No-Load Mutual Fund
Non-Callable Bond
Note
NYSE

O
Odd Lot
Option
Option Call
Organized Labor
Original Issue Discount
OTC
Over the Counter Market

P
P/E Ratio
Par Value
Patience
PBGC
Pension
Pension Benefit Guaranty Corporation
Pension and Welfare Benefits Administration
Personal Finance
Personal Money Management
Personal Property
Plan Administrator
Plan Document
Plan Fiduciary
Plan Trustee
Plan, 401k
Plan, Business
Plan, Cash Balance
Plan, Defined Contribution
Plan, Profit Sharing
Plan, Qualified
Plan, Retirement
Plan, Savings
Plan, SIMPLE
Plan Year
Power of Attorney
Pre-Refunded Date
Preferred Stock
Premium (Securities)
Preservation Trust
Price to Earnings Ratio
Prime Rate
Principal
Private Activity Bond
Productivity
Productivity Growth
Profit Sharing Plan
Property, Personal
Put (Options)
Put Bond
PWBA

Q
Qualified Plan
Quote

R
Ratings (Bonds)
Real Estate Investment Trust
Refunding Bonds
Registered Bonds
REIT
Retirement Account
Retirement Plan
Revenue Bond
Risk
Risk Management
Rollover
Rollover 401k

S
S & P
Safe Harbor 401k
Savings Plan
Schumpter, Joseph
SEC
Securities Exchange Commission
Security
Self Employed
SEP IRA
Share
Short
Short Sale
SIMPLE Plan
Sinking Fund (Bonds)
Special Tax Bond
Spread
Standard & Poor's
Stock
Stockholder
Stop Order
Strong, Benjamin Jr.
Summary Plan Description
Super Sinker
Survivor Benefit
Swap (Bond)

T
Tax Deferred
Tax Exempt
Tax Free
Tax, Death
Tax, Estate
Taxable Equivalent
Taxable Municipal Bond
Technical Default
Treasuries
Trust
Trust, Dynasty
Trust, Generation Skipping
Trust, Preservation
Trustee (Plan)

U
Underwriting
Unlimited Tax Bond
Union
US Federal Reserve

V
Variable Rate Bond
Venture Capital
Vested Benefit

W
Wealth Management
World Capitalism

Y
Years of Service
Yield
Yield Curve
Yield to Call
Yield to Maturity

Z
Zero Coupon Bond

#
401k Enrollment
401k Plan
401k Rollover
401k, Safe Harbor

Investment word headline Atlantic Financial Dictionary - definition

Back to the beginning of the Atlantic Financial Dictionary




 








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