The trading of securities to take advantage of market opportunities as they occur, in contrast to passive management. Active managers rely on research, market forecasts, and their own judgment and experience in selecting securities to buy and sell.
An investment approach that accepts above-average risk of loss in return for potentially above-average investment returns.
An investment fund that takes higher risk of loss in return for potentially higher returns or gains.
An index that is an average of 20 Blue Chip Industrial Stocks.
The annual rate of gain or loss on an investment expressed as a percentage.
A yearly report or record of an investment’s (e.g., a mutual fund’s or company’s) financial position and operations.
An increase in the value of an investment.
Anything with commercial or exchange value owned by a business, institution or individual. Examples include cash, real estate and investments.
A method of investing by which investors include a range of different investment classes – such as stocks, bonds, and cash alternatives or equivalents – in their portfolios. See Diversification.
A group of securities or investments that have similar characteristics and behave similarly in the marketplace. Three common asset classes are equities (e.g., stocks), fixed income (e.g., bonds), and cash alternatives or equivalents (e.g., money market funds).
The yearly average percentage increase or decrease in an investment’s value that includes dividends, gains, and changes in share price.
Happy New Year! To start the year off right, we would like to share insights on how you can help your business-owner clients minimize pains associated with top-heavy issues. Because top-heavy required employer contributions to 401(k) plans can create budget challenges and may be a thorn in the side of some business owners, this article discusses creative ways to alleviate related frustrations, satisfy existing clients and gain new relationships along the way.[+] Learn more
Drop us a quick note. We will be in touch.