As the Baby Boomers pass on, their heirs are set to receive between $30 and $80 trillion collectively. This event – the largest transfer of generational wealth and assets in U.S. history – is the “Great Wealth Transfer.”
Tax-advantaged accounts are investment and savings accounts with special tax properties.
Stock market sectors divide public companies into categories based on their line of business. As of January 2023, the Global Industry Classification Standard details 11 market sectors.
The housing market contains all the properties going up for sale or rent at any given time.
A white-collar recession occurs when companies eliminate white-collar jobs faster than blue-collar jobs. T
A stock’s 52-week high and low are its maximum and minimum closing prices within the last year (52 weeks).
In investing, tilting is a process that “tilts” a fund or portfolio toward a specific investment strategy, sector or goal.
Short-term investment strategies rely on highly liquid assets and accounts to store money for near-term goals.
Long-term investment strategies simply involve investing long-term.
Portfolio diversification is important because it helps you balance risk and reward in your portfolio.
NAVPS, or net asset value per share, represents the total per-share value of mutual funds, ETFs, REITs and closed-end funds.
Swing trading is a form of short-term trading that has the potential to build your profit over time. Read this blog to learn more about swing trading!
Stock market volatility is the amount the stock market fluctuates at a given time. Read more to learn how you can use it on your investment journey.
Gold futures are standardized, exchange-traded contracts that commit a buyer and seller to a future sale.
The U.S. budget deficit occurs when government spending exceeds annual revenues.
Margin trading (buying on margin) involves getting a loan from your broker to buy stocks.
A custodial brokerage account is an account opened by an adult, or custodian, in the name of a minor under the age of majority. Learn more with Q.ai.
The Department of Labor (DOL) enforces federal labor standards, promotes workers’ rights and reports on various economic data.
What are emerging markets? Emerging markets are countries that are transitioning from closed to open markets and industrialization. Learn more from Q.ai.
Proof-of-stake, or POS, is one method blockchains use to process transactions and verify information.
The Securities Investor Protection Corporation, or SIPC, is a nonprofit corporation that protects investors in the event of brokerage failure.
The Federal Deposit Insurance Corporation (FDIC) protects consumer bank deposits (like checking and savings accounts) when the holding bank fails.
The Consumer Price Index, or CPI, measures how the price of a weighted “basket” of commonly-purchased goods changes over time.
The Producer Price Index (PPI) measures the average change in selling prices that domestic producers receive over time. In other words, PPI measures inflation from wholesale producers’ perspectives.
A Social Security COLA is a cost of living adjustment that increases recipients’ benefits to minimize the impacts of inflation.
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