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Glossary

Word of the Day

Liability/Debt

An amount owed to a person or organization for borrowed funds. Loans, notes, bonds, and mortgages are forms of debt. These different forms all call for borrowers to pay back the amount they owe, typically with interest, by a specific date, which is set forth in the repayment terms.

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Red Flags

Understanding these terms may help you steer clear of investment scams.

Ponzi scheme, pyramid scheme, pump and dump

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Common Acronyms

Recognize these common investment-related acronyms.

10Q, CUSIP number, ETFs, ERISA, IPO, LIBOR, SPDR Trust, UIT

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What makes up my investment mix?

Explore key concepts related to asset allocation.

Asset classes, lifecycle funds, diversification, risk tolerance

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What does it mean to be a shareholder?

If you own stocks, these terms apply to you.

Shareholder, dividend, merger, stock split, public company

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