trustwealthadvisors.com

Website:https://tcwealthpartners.com/
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Definitions (72)

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Valuation


The process of determining the current worth of an asset or company.
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Asset classes


A group of securities that exhibit similar characteristics, and behave similarly, in the marketplace.
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Audit


An independent examination, and evaluation, of the financial statements of an individual or organization. 
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benchmarks


A standard or point of reference against which things may be compared or assessed.
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Bond


A security in which an investor loans money to an entity, for a defined period of time, at a fixed interest rate.
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Capital Gain


An increase in the value of a capital asset (investment or real estate) that gives it a higher worth than the purchase price.
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Capital preservation


A strategy to ensure a portfolio is producing a return that is at least equal to inflation.
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Commodities


Basic goods, such as grains, gold, beef, oil and natural gas, used in commerce that are interchangeable with other commodities of the same type.
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compliance


To be in accordance with a law, ruling or other generally-accepted practice.
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Consumer Price Index


A measure associated with the cost of living that examines the weighted average of prices of a group of consumer goods and services, such as transportation, food and medical care.
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