Research & Education

Bloomberg

• Odd Lots
  
   
• Bloomberg Surveillance (Podcast Version)
  
   
• Masters in Business
  
   
• The Tape
  
   

CNBC

• Fast Money             (Podcast Version)

• Halftime Report (Podcast Version)
  
   
• Squawk Pod
  
   
• World Markets Wrap
   

Wall Street Journal

• WSJ What’s News
  
   

Independent

• Daily Stock Market News with Markus Heitkoetter
  

CNBC

• Squawk Box
   
• Halftime Report
   
• Fast Money
   
• Closing Bell
   
• Mad Money
   

Bloomberg

• Bloomberg Surveillance
   
• Bloomberg Markets: The Close
   
• Bloomberg Wall Street Week
  
   

• Company Research Reports 

• Market Performance Updates

• Economic Forecasts

• Investment Themes & Trends
  

•  Understand Key Investment Types

• Match Investments to Your Goals

• Embrace Diversification

• Understand Economic Impact

• Know your Risk Tolerance

• Build the Right Investment Mix

• Strategic Portfolio Techniques

• Risk Management & Hedging

• Tax-Efficient Investing

• Income & Distribution Strategies

• Behavioral & Economic Analysis

• Asset Allocation – The process of dividing investments among different asset categories like stocks, bonds, and cash.
   
• Annuity – A financial product that pays out income and is often used as part of retirement strategy.
   
• Appreciation – An increase in the value of an asset over time.
   
• Basis Point (bps) – One one-hundredth of a percent (0.01%), used to measure interest rates or investment returns.
   
• Beneficiary – The person or entity designated to receive assets from a financial account or insurance policy.
   
• Bond – A fixed-income investment representing a loan made by an investor to a borrower.
   
• Broker – A person or firm that executes buy and sell orders for investors.
   
• Capital Gain – The profit from the sale of an asset when it is sold for more than its purchase price.
   
• Compound Interest – Interest calculated on both the initial principal and the accumulated interest from prior periods.
   
• Credit Score – A number that reflects your creditworthiness, used by lenders to assess risk.

• Emergency Fund – Savings set aside for unexpected expenses or financial emergencies.
   
• ETF (Exchange-Traded Fund) – A basket of securities that trades like a stock on an exchange.
   
• Estate Planning – The process of arranging the management and disposal of a person's estate during life and after death.
   
• Expense Ratio – A measure of what it costs an investment company to operate a mutual fund or ETF.
   
• Fiduciary – A person or organization legally bound to act in the best interest of another party.
   
• Fixed Income – Investments that pay fixed interest or dividends, such as bonds.
   
• 401(k) – A retirement savings plan sponsored by an employer allowing tax-deferred contributions.
   
• Grant – A form of financial aid that doesn’t need to be repaid, often used in education planning.
   
• Gross Income – Total earnings before deductions such as taxes or retirement contributions.

• IRA (Individual Retirement Account) – A type of investment account designed for retirement savings.
   
• Index Fund – A mutual fund or ETF that aims to replicate the performance of a specific market index.
   
• Inflation – The rate at which the general level of prices for goods and services is rising.
   
• Liquidity – The ease with which an asset can be converted into cash without affecting its price.
   
• Life Insurance – A contract that pays a designated beneficiary a sum of money upon the death of the insured.
   
• Liability – A financial obligation or amount owed to another party.

• Medicare – A U.S. federal health insurance program for people age 65 and older.
   
• Mutual Fund – A pool of funds collected from investors to invest in a diversified portfolio of assets.
   
• Net Worth – The value of a person's assets minus liabilities.
   
• Portfolio – A collection of financial assets such as stocks, bonds, and cash equivalents.
   
• Principal – The original sum of money invested or loaned.
   
• Pre-tax Contributions – Money invested or contributed to accounts before taxes are deducted.

• Qualified Plan – A retirement plan that meets IRS requirements for tax-advantaged treatment.
   
• Rebalancing – Adjusting a portfolio to maintain a desired asset allocation.
   
• RMD (Required Minimum Distribution) – Minimum amount that must be withdrawn annually from certain retirement accounts.
   
• Risk Tolerance – The degree of variability in investment returns an investor is willing to withstand.
   
• Roth IRA – A retirement account funded with after-tax dollars that grows tax-free. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.
   
• Stock – A type of security that represents ownership in a corporation.
   
• Tax-Deferred – Income or investment gains that are not taxed until withdrawn.
   

• Underwriting – The process by which an insurer or lender assesses the risk of insuring or lending to an individual.
   
• Volatility – A measure of how much the price of an asset fluctuates.
   
• Wealth Transfer – The process of passing assets to heirs or beneficiaries.
   
• Yield – The income return on an investment, typically expressed as a percentage.