Financial engineering is the application of mathematical methods to financial decision making. It involves the use of financial theory, numerical methods, and programming to solve complex financial problems. More »
Target-date funds are a type of mutual fund that automatically adjusts its asset allocation based on a predetermined timeline. They are designed to provide a simple, all-in-one solution for retirement savings. More »
Financial planning strategies are the processes of creating a plan to manage one's finances in order to achieve their financial goals. This includes budgeting, saving, investing, and managing debt. More »
ESG investing is an investment strategy that focuses on environmental, social, and governance (ESG) criteria to generate long-term returns and positive societal impact. It is a form of socially responsible investing that seeks to generate both financial returns and positive social and environmental impact. More »
Foreign investments are investments made by individuals or entities from one country into another. These investments can take the form of direct investments, portfolio investments, or other financial instruments. More »
Structured products are financial instruments that combine different types of assets, such as stocks, bonds, derivatives, and commodities, into a single product. They are designed to provide investors with a higher return than traditional investments, while also providing a degree of protection against market volatility. More »
Market timing is an investment strategy that involves attempting to predict future market movements in order to buy and sell securities at the most advantageous times. It is a form of active investing that seeks to capitalize on short-term market fluctuations. More »
Capital markets are financial markets where long-term debt or equity-backed securities are bought and sold. They provide a platform for companies to raise capital by issuing securities to investors in exchange for cash. More »
Stock market cycles are the fluctuations in stock prices that occur over time. They are typically characterized by periods of rising prices followed by periods of falling prices. More »
Private placements are a type of securities offering in which a company sells its securities directly to a limited number of investors, usually large institutional investors, rather than through a public offering. Private placements are typically not registered with the SEC and are subject to fewer regulations than public offerings. More »
Speculative investments are investments that involve a high degree of risk and are not suitable for all investors. They are often used to generate higher returns than more traditional investments, but can also result in significant losses. More »
Fixed income is a type of investment that provides a regular, predetermined stream of income. It typically involves investing in bonds, which are debt instruments issued by governments and corporations. More »
Dollar-cost averaging is an investment strategy that involves investing a fixed amount of money at regular intervals over a period of time. This strategy helps to reduce the risk of investing a large sum of money at one time by spreading out the investment over time. More »
Stop-loss orders are instructions to a broker to sell a security when it reaches a certain price. They are used to limit an investor's loss on a security position. More »
Financial experts are professionals who specialize in the management of money and investments. They provide advice and guidance to individuals and organizations on how to best manage their financial resources. More »
Long-term care insurance is a type of insurance policy that helps cover the costs of long-term care services, such as home health care, assisted living, and nursing home care. It is designed to help individuals and families protect their savings and assets from the high costs of long-term care. More »
Marginable securities are investments that can be used as collateral for a margin loan. They are typically stocks, bonds, and mutual funds that are approved by the Federal Reserve Board. More »