Finance is littered with jargon.
We have identified some of those key terms that appear in personal finance and investment conversations with financial advisors. We’re here to help Make $ense of it all.
529 Plan
529 Plan
Custodian
Custodian
Brokerage Account
Brokerage Account
Annuity
Annuity
Separately Managed Account
Separately Managed Account
TOD
TOD
Roth IRA
Roth IRA
IRA
IRA
401k
401k
Index
Index
Asset Allocation
Asset Allocation
Diversification
Diversification
Dividend
Dividend
Coupon
Coupon
ETF
ETF
Mutual Fund
Mutual Fund
Bond
Bond
Stock
Stock
Lease
Lease
APR
APR
Asset
Asset
Liability
Liability
Amortization
Amortization
Portfolio
Portfolio
Simple Interest
Simple Interest
Compound Interest
Compound Interest
Inflation
Inflation
Beneficiary
Beneficiary
Probate
Probate
Will
Will
ILIT
ILIT
Community Property
Community Property
QDRO
QDRO
Living Trust
Living Trust
RMD
RMD
Per Stirpes
Per Stirpes