Are you a planning acronym expert?
November 17, 2016 3:37 PM
Test yourself
The wealth management space is a sea of acronyms.
We've assembled another series to study up on — from general investing terms to institutions and regulators, professional designations and equity and fund analysis.
Click through the slideshow to brush up on acronyms you may not know (or may have forgotten). Test yourself by considering category and hints before flipping to the answer on the next slide.
Clickhere for even more acronyms.
We've assembled another series to study up on — from general investing terms to institutions and regulators, professional designations and equity and fund analysis.
Click through the slideshow to brush up on acronyms you may not know (or may have forgotten). Test yourself by considering category and hints before flipping to the answer on the next slide.
Click
The closing bell has rung — but the buying and selling of securities may continue. What is it called?
An investment theory partly developed by American economist Eugene Fama in the 1960s.
This metric can help investors identify high and low revenue-generating products.
A type of fee that investors purchasing mutual funds may be charged.
A loan in which a borrower's home equity acts as collateral.
An excellent way to add value to investments, this allows investors to reinvest cash dividends through purchasing additional or fractional shares on the dividend payment date.
This investment vehicle is indexed to inflation in order to protect investors when it is volatile.
This organization was established in 1968. It is also known as Ginnie Mae.
Most new federal employees are automatically covered under this retirement coverage plan.
A federally-authorized tax practitioner eligible to represent taxpayers before the IRS.
