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 […]

6 Signs You Are OK to Retire by Amy Bell of “Investopedia”

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WFA Wealth Managers’ Brooke Warner CFA, CFP found this useful article from Investopedia

After years of hard work, you’re certainly entitled to a happy retirement. You may have already started daydreaming about it, at least a little. Will you travel the world, volunteer for your favorite charity, go fishing every day or just spend more time […]

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