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The amount of return expected from an investment from its inherent value.

Federal tax, revamped by the Tax Reform Act of 1986, aimed at ensuring that wealthy individuals, trusts, estates and corporations pay at least some tax.

The yearly audited record of a corporation or a mutual fund's condition and performance that is distributed to shareholders.

A procedure where figures covering a period of less than one year are extended to cover a 12-month period.

The average annual return over a period of years, taking into account the effect of compounding. Annualized rate of return also can be called compound growth rate.

The increase in value of a financial asset.

The process of dividing investments among cash, income and growth buckets to optimize the balance between risk and reward based on investment needs.

Securities with similar features. The most common asset classes are stocks, bonds and cash equivalents.

For a bond fund, the average of the stated maturity dates of the debt securities in the portfolio. Also called average weighted maturity. In general, the longer the average maturity, the greater the f [..]