Financial Terms and Investment Vocab

There are terms used to evaluate and to categorize investments and financial instruments that you may not understand.  You actually might be using it all the time, but don’t know the meaning of it.   Good news, I have done my own research and I am ready to share my wisdom of financial terms with you.

Cap Rate


Momentum Investing

Net Worth

Noncompete Agreements

Roth IRA

Section 529 College Savings Plans

Traditional IRA

Umbrella Insurance

Mutual Fund

This page is constantly changing, so please check back often.

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