Financial Terms Made Simple

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Glossary of financial terms to make understanding wealth management easier.

 

Accrued Interest– The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

Schwab Market Perspective: Navigating the Changing Market

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Market Update by Kenneth Frost, CIO

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02/09/18

After reaching an all-time high on Friday January 26, the stock market has endured two weeks of declines amid volatile trading that has seen wild daily price swings and taken the major indices into correction territory, declining 10% or more from their peaks.  It appears that investors have abruptly shifted their focus from worrying about […]

5 Times you don’t need to give out your Social Security Number

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5 times you don’t need to give out your Social Security number

How to Mess Up Your Plan

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How to Mess Up Your Plan

We talk a lot about good planning and how to do it, but sometimes it helps to learn lessons from the mistakes of others, and try not to fall into the same traps. History can be a great teacher, and those of us in the business hear lots of […]

Why is a properly developed Investment Policy Statement important?

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What is the difference between Growth and Value investing?

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What is the importance of investing in Emerging Markets?

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Why is International diversification an important aspect of managing an investment portfolio?

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What is a Variable Annuity?

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