Investor Definitions

SAVINGS BOND CALCULATOR

If you own or are considering purchasing a U.S. savings bond, the U.S. Department of Treasury's Bureau of the Fiscal…

5 years ago

SAVINGS

Income that is not spent on consumption but is put aside.

5 years ago

SAVING AND INVESTING APPS

“Saving and investing app” may refer to a variety of different mobile applications that use technology to help you save…

5 years ago

SALES CHARGE (OR LOAD)

The amount that investors pay when they buy (front-end load) or redeem (back-end load) shares in a mutual fund, similar…

5 years ago

RULEMAKING, HOW IT WORKS

Rulemaking is the process that federal agencies use to make rules. Some rulemaking implements laws passed by Congress and signed…

5 years ago

RULE 506 OF REGULATION D

Rule 506 of Regulation D provides two distinct exemptions from registration for companies when they offer and sell securities. Companies relying on the…

5 years ago

RULE 504 OF REGULATION D

Rule 504 of Regulation D provides an exemption from the registration requirements of the federal securities laws for some companies when they offer…

5 years ago

ROTH 401(K) PLAN

An employer-sponsored Roth 401(k) plan is similar to a traditional plan with one major exception. Contributions by employees are not…

5 years ago

ROBO-ADVISER

The term “robo-adviser” generally refers to an automated digital investment advisory program.  In most cases, the robo-adviser collects information regarding…

5 years ago

RISK TOLERANCE

An investor's ability and willingness to lose some or all of an investment in exchange for greater potential returns.

5 years ago