Developing a Financial Plan

June 25, 2018

What is an annuity?

An annuity is an insurance contract – the insurance company invests in stocks and bonds on behalf of the purchaser with the tax deferred money. When […]
June 25, 2018

What is a yield?

The yield is the amount paid annually by an investment. The yield is most commonly a percentage of the market price of an investment, which does […]
June 25, 2018

What is significance of total return?

The total return is the amount of money that a fund makes after reinvesting and receiving dividends. This will deliver the most benefit from the compounding […]
June 25, 2018

What is the Rule of 72?

The rule of 72 is a quick way to calculate how long it will take your investments to double at different interest rates. Take the rate […]