A back-end load is a fee charged when you sell mutual fund shares, often decreasing over time to encourage...
A front-end load is an upfront fee deducted from your investment in certain mutual funds, impacting the...
A 12b-1 fee is an annual charge by mutual funds to cover marketing and distribution expenses, which reduces...
An actively managed fund is a professionally managed investment that seeks to outperform market indexes...
Lump-sum investing involves putting a large sum of money into investments at once rather than spreading...
The Rule of 72 is a handy formula that estimates how many years it will take for an investment to double...
A robo-advisor is an automated investing platform that uses algorithms to create and manage your portfolio...
Long-term financial goals are specific monetary targets set for five or more years ahead. Planning these...
A retirement income strategy is a comprehensive plan to manage your savings, Social Security benefits,...
Risk assessment analysis is a systematic approach to identifying and managing potential financial and...