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Investment
Terms Could not find what you were looking
for? Click on link for additional definitions
Basic
Investing guide for the New Investor
Over 40 pages of investing definitions. Plus, learn about Mutual Funds,
IRA's, 401k's, Budgeting, and more with this easy to understand investment
guide
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Easy To Understand Definitions
New to investing? Click on these definitions: Diversification,
Asset Allocation, Mutual Funds, and Dollar Cost Averaging, and Compounding.
This should give you some of the basics needed to get started. Click on
other definitions that you may be interested in, then visit our Mutual
Funds page to get started.
 - Budgeting.
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- Shop and compare the best Long Distance rates, internet
service rates, insurance, and more in your area at LowerMyBills.com.
- Compounding
Strong
- Your money grows faster because of interest and dividends.
- Individual
Retirement Accounts (IRA) Strong
- For retirement. Traditional and Roth
- Dividend
Reinvestment Plans Sharebuilder
- Information on investing in individual stocks for
the long term investor. Very inexpensive and no minimums.
- Financial
Planning
- 1. Establish goals 2. Gather data 3. Analyze data
4. Develop plan for achieving goals 5. Implement plan and 6. Monitor
the plan
- 401k
Retirement Accounts Strong
- Company sponsored retirement accounts
- Online
Trading and Definitions
- Using your computer to buy and sell stocks and mutual
funds. Convenient and inexpensive.
- Index
Funds Indexfunds.com
- Remains constantly invested in the stocks that make
up the Index chosen regardless of economic conditions. Low expenses
and low taxes.
- Exchange
Traded Funds (ETF's) AMEX
- Index funds that trade like stocks. No minimum investment,
but you must pay a commission on trades.
- Annuities
The Vanguard Group
- Tax deferred growth for retirement. Sometimes high
expenses.
- Bonds
Strong
- Interest bearing certificate
- College
Plans: UTMA, IRA, 529 Plans Tiaa-Cref
- For college saving. Tax advantages.
- Mutual
Funds Strong
- Several to thousands of individual stocks that you
pay someone to manage for you.
- Dollar
Cost Averaging Strong
- Placing money into an investment regularly (monthly,
quartely, etc..)
- Leaving
Your Employer Invesco
- What to do with your 401k after leaving your employer
- Diversification
The Vanguard Group
- Owning investments that are not in same industry or
business
- Asset
Allocation Strong
- Percentages allocated to different types of investments
(cash, stocks, bonds, etc...)
- Load
vs No-Load Mutual Funds The
Vanguard Group
- Funds which have a sales charge vs. funds that do
not. Cost comparisons
- Stock
Definitions
- Definitions pertaining to individual stocks and stock
trading
Quick Definitions:
Balanced Fund: Fund investing in balance of stocks,
bonds, and cash protecting principle
Growth Fund: Invests in companies of all sizes whose earnings are
expected to grow faster than average
Growth and Income Fund: Invests in companies expected to show average
or better earnings growth with steady dividends
Equity-Income Fund: Seeks income and growth by investing in bonds
and stocks which pay high dividends
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