Terms to Learn

Learning the difference between a Wealth Advisor, a Portfolio Manager and a Trader

Like any natural habitat, the Wall Street ecosystem is populated with a wide array of forces interacting and competing with one another to ensure the greatest sustained benefit to themselves. This financial food chain includes everybody from the largest institutions down to the smallest retail traders and everybody in between. Things can get confusing, however, …

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What is a Portfolio and do I need one?

A portfolio is a combination of different investment assets mixed and matched for the purpose of achieving risk diversification for an investor’s financial goals. Items that are considered a part of your portfolio can include any asset you own – from real items such as art and real estate, to equities, fixed-income instruments and their …

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How to buy Investment Products

Buying and owning investment products and financial instruments is Investing. You can buy financial instruments and all kind of investment products at a bank, broker, or insurance company. In many cases, these organizations pool the investment money they receive to make more large-scale investments, and each individual investor has a claim on a portion of …

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Description of Investment Products

Investment products are investment securities that are sold to individuals and institutions by investment banks. Here is a quick description of the main investment securities: Bonds Also labelled fixed-income securities, the term bond is commonly used to refer to any securities that are founded on debt. When you purchase a bond, you are lending out …

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