An employer-sponsored retirement plan. Employee contributions are taken out before withholding taxes are computed, and many employers offer matching contributions.

A state-sponsored college savings plan through which a donor can set up an account for children, grandchildren, or other relatives. The donor retains control of the account and can transfer it to anot [..]

An investment product from a life insurance company, providing tax-deferred earnings but often charging substantial fees. The defining characteristic of all annuities is the option for a guaranteed di [..]

A given category of investment, such as U.S. stocks, international stocks, U.S. bonds, international bonds, real estate, commodities, or cash.

Professional management of both securities (such as stocks, bonds, limited partnerships, and mutual funds) and tangible assets like real estate to meet specified investment goals for the benefit of an [..]

Strategies that go beyond liability insurance, using a set of legal techniques and statutory laws to protect wealth against liability and frivolous lawsuits. Learn more about asset protection

Investments through which one loans money to a corporation or government.

The size of a company whose stock an investor might own, described as large-cap, mid-cap, and small-cap.

Certified Commercial Investment Manager (CCIM®) is a certification obtained by experts in the area of commercial and investment real estate. The education required to obtain the CCIM includes: financi [..]

To become a Certified Financial Planner® (CFP®), an applicant must complete and commit to four E’s: Education, Examination, Experience, and Ethics.