Investments and Accounts

A form of borrowing in which you are lending money to either a company or a government entity. 

Securities entitling the purchaser to a portion of ownership in a corporation.

Investment account that is tax-advantaged to be utilized solely for higher education.

An retirement investment tool offering tax advantages to the purchaser.

Basically, a Traditional type of IRA that is for self-employed individuals or small business owners. 

An investment tool funded by after-tax income up to a certain amount annually.

Stands for Savings Inventive Match PLan for Employees.  This allows employees/employers to contribute to employee Traditional IRA’s.

An account with an arrangement between the investor and a brokerage firm allowing the buy and sell of investments.

A debt obligation that is short term and backed by the U.S. Treasury.

Bonds or other types of promissory certificates that are issued by the government.

A note that is issued by the U.S. Treasury for use as currency.

Used as an income stream in retirement, Annuities pay out a fixed stream of payments to an individual.