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…
Market Wisdom
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
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…
Private Debt
What is Private Debt? Understanding Alternative Lending Options Private debt refers to loans and debt financing mechanisms that are not traded on public…
Net Worth
Define Net Worth: Your Guide to Calculating Personal Financial Value When we discuss financial health, net worth is a crucial concept. It’s a…