Financial Terms Made Simple by TIAA CREF

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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 […]

How to Respond to a Data Breach

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Time is of the essence, whether your personal data has been compromised as part of a larger targeted cyberattack, or you are the victim of an individual cybercrime. You’ll need to take immediate action to minimize the impacts. These are steps you should take within specified timeframes after discovering your data has been breached. […]

5 Steps You Should Take To Protect Yourself After Massive Equifax Hack

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On Thursday, Equifax announced that from mid-May through July 2017, criminals exploited a U.S. website application vulnerability to gain access to certain files. Specifically, this hack may potentially impact 143 million U.S. consumers. The information accessed includes names, Social Security numbers, birth dates, addresses and drivers license numbers.

This is a major breach, not just because of the […]

Economic Outlook & Review October 2015 with Ken Frost, CFA

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WFA Weekly Market Update: October 21, 2015

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Domestic Outlook:
The Dow fell 13 points at the close yesterday but was up .79% from the week before at 17,211.11. The S&P 500 was up 1.35% to 2,030.77 and the Nasdaq was up 1.76% from the week before to 4,880.56. Stocks are up at the open this morning as earnings figures are generally coming in […]

Weekly Market Update – July 29, 2015

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Domestic Outlook:

Capital markets are up as the Chinese market made up some lost ground. Gilead (GILD) sciences posted second quarter earnings of $3.15, far above analyst expectations of $2.71. Twitter (TWTR) beat expectations but issued lower than expected revenue guidance for the third quarter. Pending home sales unexpectedly fell by 1.8% versus an anticipated […]

Weekly Market Update – July 15, 2015

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Domestic Outlook:
Domestic markets are flat despite upbeat commentary from the Federal Reserve Chairwoman this morning. Janet Yellen affirmed that the Fed will likely raise rates later this year and that recent low inflation figures are a result of temporal factors and are expected climb to the Feds 2% target in relatively short order. Yellen also […]

Weekly Market Update – May 06, 2015

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Domestic: The US imported $239.2 billion and exported $187.8 billion in goods and services (GS) for the month of March. According to the Commerce Department total GS exports climbed by $1.6 billion for the month, an increase of .9 percent; however, imports increased by $17.1 billion, an increase of ~7.7% increasing the trade deficit to […]

Weekly Market Update – April 8, 2015

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April 8, 2015

Domestic: For the month of March the S&P was down 1.58%, due in part to a slowdown in growth expectations, though last week the S&P was up ~0.75%. As of 04/01/2015 YTD return of the 10 year Treasury is at 3.20%. Small-cap stocks outperformed large-cap stocks for the sixth week in a row. […]

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