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February 2024

What Is an SBA Loan?

What Is an SBA Loan?

Loans for small businesses

A Quick Overview of Inverse ETFs

A Quick Overview of Inverse ETFs

A type of ETF that is designed to perform inversely to the performance of its underlying index or asset

What Is Personal Cash Flow?

What Is Personal Cash Flow?

Movement of money in and out of an individual’s pocket over a specified period

What Is an Amortized Loan?

What Is an Amortized Loan?

A financial product characterized by regular, equal payments that cover both principal and interest over a specific period

January 2024

What Factors Affect My Credit Scores?

What Factors Affect My Credit Scores?

Comprehending the details behind credit scores is important for informed financial management

What Is an Annualized Rate of Return

What Is an Annualized Rate of Return?

Metric used to express the geometric mean of the rate of return over a specific period

How to Set Financial Goals for Long-Term Success

How to Set Financial Goals for Long-Term Success

Setting long-term financial goals is a crucial step towards achieving financial success

What Is an Asset Class?

What Is an Asset Class?

Group of financial instruments that share similar characteristics

What Is the Fair Credit Reporting Act?

What Is the Fair Credit Reporting Act?

Cornerstone in consumer protection

December 2023

What Is a Down Payment?

What Is a Down Payment?

Upfront contribution to the purchase price of a big-ticket item

What Is a Credit Limit?

What Is a Credit Limit?

The maximum amount of money a financial institution will extend to you

What Does It Mean to Buy and Hold?

What Does It Mean to Buy and Hold?

An investment strategy that has stood the test of time

November 2023

3 Quick Points to Simplify Investment Risk Management

3 Quick Points to Simplify Investment Risk Management

Streamline and enhance your investment risk management strategies

3 Quick Points to Simplify Mortgage Insurance

3 Quick Points to Simplify Mortgage Insurance

Insurance that protects the lender in case the borrower defaults on the loan

What Is a Market Index?

What Is a Market Index?

A statistical measure representing the relative value of a group of underlying assets

What Is Market Share?

What Is Market Share?

A company’s portion of total sales within a specific industry

October 2023

3 Quick Points to Simplify Tax Credits

3 Quick Points to Simplify Tax Credits

Understand credits that can impact your financial health

What Is a Government Bond?

What Is a Government Bond?

Debt security issued by a federal government

A Quick Overview of the Technology Select Sector SPDR Fund

A Quick Overview of the Technology Select Sector SPDR Fund

An ETF designed to track the performance of the technology sector

What Is an Earnings Call?

What Is an Earnings Call?

Scheduled event in which a publicly traded company reports its financial results

What Is Capital Gains Tax?

What Is Capital Gains Tax?

Tax on the profit earned from the sale of assets

September 2023

What Is an Initial Public Offering?

What Is an Initial Public Offering?

Process by which a privately held company becomes publicly traded

What Is an Annual Percentage Rate?

What Is an Annual Percentage Rate?

The true cost of borrowing

What Is a Stock Screener?

What Is a Stock Screener?

A tool that allows you to filter and select stocks based on specific criteria

August 2023

A Quick Overview of the Vanguard Growth Index Fund

A Quick Overview of the Vanguard Growth Index Fund

A diverse portfolio of large-cap U.S. stocks

What is Enterprise Value?

What is Enterprise Value?

A financial metric that provides a view of a company’s total value

What Is a Hedge Fund?

What Is a Hedge Fund?

An actively managed investment fund

A Quick Overview of the Bloomberg Aggregate Bond Index

A Quick Overview of the Bloomberg Aggregate Bond Index

An index used to track the performance of the U.S. bond market

July 2023

What Is a Home Equity Line of Credit?

What Is a Home Equity Line of Credit?

A tool to use your home as collateral

What Is Earnings Before Interest, Taxes, Depreciation, and Amortization?

What Is Earnings Before Interest, Taxes, Depreciation, and Amortization?

A widely used measure of a company’s operating profitability

A Quick Overview of the Global X Robotics & Artificial Intelligence ETF

A Quick Overview of the Global X Robotics & Artificial Intelligence ETF

A leading robotics and artificial intelligence ETF

June 2023

What Is a Credit Utilization Ratio?

What Is a Credit Utilization Ratio?

Percentage of your available revolving credit that you’re using

What Is Term Life Insurance?

What Is Term Life Insurance?

Life insurance for a set period

What Is Return on Equity?

What Is Return on Equity?

A measure of a company’s financial performance

A Quick Overview of the Vanguard Information Technology Index Fund

A Quick Overview of the Vanguard Information Technology Index Fund

Gain exposure to leading technology companies

May 2023

2 Quick Points to Simplify Venture Capital

2 Quick Points to Simplify Venture Capital

Investing in early-stage companies

4 Quick Points to Simplify a Mortgage

4 Quick Points to Simplify a Mortgage

A type of loan used to purchase real estate

3 Quick Points to Simplify an ETF

3 Quick Points to Simplify an ETF

A basket of securities