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Every investment carries risk. The key is to understanding what risk the investments themselves carry and what risk you are comfortable with and is appropriate for your financial circumstances. I’ll…

A pooled investment. There are dozens or hundreds of investments. Your money is invested in many different investments, but in one single purchase. Phantom Tax: If another investor decides to…

ROI : Return On Investment- In percentage terms it is the rate of return that an investment has historically given. Is the rate of return on investment consistent with the…

A bond is essentially an IOU. It’s sold by a company or federal, state or local government. It’s a promise you are going to lend your money by purchasing a…

Life insurance, when you pass away, is going to pay what’s called a death benefit to the beneficiaries that are indicated. Typically this death benefit is free of tax. Now…

Equity in an ownership investment. If you own your home outright you own 100 percent of the equity in your home. But if you have a mortgage, part of your…

Security is just designating that is a type of investment. -A stock is a security. -A bond is debt security. Now with a security you purchase it in the case…

An annuity is a financial product offered by an insurance company. Annuity are not backed by government or FDIC, but by the insurance company. An annuity is a series of…

Roth IRA: Tax-free financial account that uses after tax contributions. For the roth IRA at age 59.5 or after 5 years you may access the money free of tax. A…

Investment Benchmarks: A way to measure how well your choice of investment is doing. Benchmarking is the practice of comparing business processes and performance metrics to industry bests and best…