Terms »

Terms

Search for terms

Go

Terms archive list

Last terms

  • Variable Annuities
  • Wealth Accumulation
  • Wealth Preservation
  • Risk/Return
  • US Savings Bonds

In CPTerms you will find a glossary that houses the terms for CareerPhysicians' content. If you would like to add or suggest a new term, feel free to email us at info@careerphysician.com.

Filter By: Sort By: Most Recent | Most Viewed | Most Commented
  • Variable Annuities

    A variable annuity is a contract between you and an insurance company, under which the insurer agrees to make periodic payments to you, beginning either immediately or at some future date. You purchase a variable annuity contract by making either a single...
    by admin on 05-07-2009
  • Wealth Accumulation

    The steady, planned growth of your net worth with a goal towards a desired total value of your investment portfolio, holdings, assets, real estate, etc. CareerPhysician
    by admin on 05-07-2009
  • Wealth Preservation

    Techniques applied and decisions made within your long term investment strategies to preserve accumulated wealth, usually by reducing risk once the desired wealth accumulation has been achieved and sustained. CareerPhysician
    by admin on 05-07-2009
  • Municipal Bonds

    A tax exempt debt obligation issued by a state or local government agency to raise funds for the public good, such as building low-income housing, improving streets or building bridges. The bonds are redeemed with interest and are backed by the government's...
    by admin on 05-07-2009
  • Risk/Return

    The relation between risk and return that usually holds, in which one must be willing to accept greater risk if one wants to pursue greater returns. also called risk/reward trade-off. http://www.investorwords.com/787
    by admin on 05-07-2009
  • US Savings Bonds

    A savings security issued by the U.S. Treasury or an authorized agent showing that money has been loaned to the U.S. Government and is payable to the person to whom it is registered. A "savings bond" is designated as such in the regulations...
    by admin on 05-07-2009
  • Money Market

    A financial market in which short-term debt instruments (bills, paper, acceptances, etc.) are traded that generally have maturities of one year or less. A money market fund is a mutual fund which strives to make a profit by buying and selling various...
    by admin on 05-07-2009
  • Growth Stocks

    Stocks of companies that have shown an ability to grow at a faster rate than other firms. Usually growth stocks do not offer investors dividends because the companies are more concerned with reinvesting their earnings. Growth stocks tend to have more...
    by admin on 05-07-2009
  • Guaranteed Insurability

    A life insurance policy that permits buying more insurance later, regardless of unfavorable changes to your health, avocation, or occupation. CareerPhysician
    by admin on 05-07-2009
  • Income Mutual Funds

    Mutual funds made up exclusively of 'income stocks'. See 'Income Stocks' definition.
    by admin on 05-07-2009
  • Income Stocks

    Common stocks of companies which pay most of their income to shareholders in dividends. Utility stocks are often considered income stocks. http://www.investordictionary.com/finance/dictionary/
    by admin on 05-07-2009
  • Distribution

    A payment made from a fund or liquid asset that is made to a an investor in the fund, often times refers to a 'capital gains distribution' because of the unique way the income is treated for taxes purposes within your overall portfolio. CareerPhysician
    by admin on 05-07-2009
  • Financial Diagnosis

    A method applied to determine your current financial status when creating your first Financial Security Plan. There are five diagnosis and your financial planner and you can decide which currently best describes you: Critical - Expenses exceed income;...
    by admin on 05-07-2009
  • Growth Mutual Funds

    Mutual funds made up exclusively of 'growth stocks'. See 'Growth Stocks' definition. http://www.investordictionary.com/finance/dictionary/
    by admin on 05-07-2009
  • Chartered Financial Consultant

    A licensed financial expert who works with individuals to develop their personal Financial Security Plan. Typically they will work thru 6 stages of consultative assistance: 1. Provide clarity to your financial information overlap, 2. Guide you through...
    by admin on 05-07-2009
1 2 3 4 5 Next > ... Last »
E-Learning    |    CPAdvisor    |    AboutUs    |    ContactUs    |    On-Site    |    Sign in
Copyright © 2001 - 2011 CareerPhysician Advisors, LP All Rights Reserved - Powered by