
Time Horizon
A time horizon is the length of time an investor expects to hold an investment before needing the money. Financial

A time horizon is the length of time an investor expects to hold an investment before needing the money. Financial

Your balance continues earning interest according to your chosen allocations and you continue to have full online access to your

With secure, 24/7 online access, you can easily review your balance, statements, asset allocation, and designated beneficiaries—all at your convenience.

Asset Mix is the blend of different types of investments (like stocks, bonds, and cash) in a portfolio. Financial terms

Which of the following strategies is generally considered the most effective for eliminating high-interest credit card debt? 1. Paying the

Vesting is the process by which an employee earns the right to receive full benefits from a retirement plan after

That’s because your spouse and children rely on your income, and a policy helps cover living costs, debts, and future

What is the “Rule of 72” used to estimate? 1. The interest rate needed to double an investment 2. The

A fiduciary is a person or organization that acts on behalf of another person, putting their clients’ interests ahead of