Market Wisdom

Business Development Corporation (BDC)?

Overview of Business Development Corporations Business Development Corporations (BDCs) are specialized investment entities created to provide funding and assistance to small and mid-sized…

REIT

Definition of REIT REIT stands for Real Estate Investment Trust. It’s a type of investment vehicle that allows us to invest in real…

ETF

Definition of an ETF An Exchange-Traded Fund (ETF) is a type of investment fund and exchange-traded product, meaning they are traded on stock…

Money Market Fund

Definition and Purpose In this section, we’ll explore the nuts and bolts of money market funds, dissecting what they are and what they…

Bonds

What Are Bonds? Understanding Investment Basics Bonds are an essential component of the financial world, offering both secure investment options for individuals and…

Bondholders

What Are Bondholders? Understanding Your Role in Debt Investment In our exploration of the financial landscape, bondholders play a pivotal role in shaping…

What is a 401k?

Definition and Purpose of a 401k When planning for retirement, it’s essential to understand the value and function of a 401(k) plan. This…

403b Plan

What is a 403b? Understanding Your Retirement Savings Option A 403(b) plan, often referred to as a tax-sheltered annuity or a TSA, is…

Net Investment Income Tax

What is Net Investment Income Tax? Understanding the Basics for Taxpayers Net investment income tax, or NIIT, is a tax that we may…

Form 1099-DIV

Form 1099-DIV

What is Form 1099-DIV: Understanding Its Impact on Investors Form 1099-DIV is an essential document for us as investors. It’s the form that…