Terms

Portfolio turnover measures the frequency by which securities within a mutual fund or ETF are bought and sold. Turnover is […]

Capital stock with a claim on company earnings and assets that takes precedence over the claims of common stock in

(1) The payment, or one of the periodic payments, a policyowner agrees to make for an insurance policy. Depending on

A mutual fund, closed end fund or ETF whose share price is higher than fund’s net asset value (NAV). The

A type of 529 plan that allows you to pay for future college tuition now, at or near the current

The unscheduled partial or complete payment of the principal amount outstanding on a loan, such as a mortgage, before it

A common measure for identifying undervalued and overvalued stock. It uses the relationship between a company’s earnings and share price

In theory, the interest rate banks charge their best and biggest customers for short-term loans. In practice, banks sometimes vary

The total amount of money being borrowed or lent; the initial amount of money invested.

A defined contribution retirement plan that gives employees a share in the profits of the company. Contributions to employee retirement