Tag: learn

Fintech – As in ‘a fintech company.’ It stands for Financial Technology. Their business model focuses on making financial services…

Fixed-Income Investments – Pay interest on a set schedule. Fixed-Income Investments include corporate, municipal, agency, and U.S. Treasury bonds.

Floor Broker – A person who completes customers’ orders on the floor of a stock exchange. Some floor brokers are…

Fraud – It is deliberate deception to secure unfair or unlawful gain (Investopedia definition).

Fundamental Analysis – This is assessing a company’s financial history and earnings, as well as analyzing outside factors (demand, news/current…

Goals – Something that you are trying to do or achieve.

Green Company – A company that aligns its financial goals with a commitment to preserving and protecting the environment.

Green Fund – A mutual fund that only invests in Green Companies.

Gross Domestic Product (GDP) – The total dollar value of everything produced in a country and the services it provides.

Gross Income – A company’s revenue or sales over a period of time.

Hedge – A hedge is an investment that is made with the intention of reducing the risk of adverse price…

Holding Period – The length of time someone holds a stock investment.

Holdings – The actual contents of your investment portfolio (think: securities, property, other financial assets). The distribution of your holdings…

Impact Investing – Investing with the intention to generate social and environmental impact alongside a financial return.

Improper Accounting Techniques – Altering a company’s earnings to exaggerate or falsify profits.

Income – Money people earn for the work they do or a gift they receive.

Income Statement – A summary of a company’s revenue, expenses, and income (or loss) over a period of time, such…

Income Stock – A stock with a record of a hefty dividend yield that often exceeds that of the overall…

Index – An index measures the performance of a specific group of assets. An index may measure the performance of…

Index Fund – A mutual fund with the objective to match the composite investment performance of a large group of…