Transcription of Basic Investment Terms
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Basic Investment Terms
8880 Rio San Diego Drive, Suite 1150 | San Diego, California 92108-1690 (619) 298-3993 | (800) 615-6666 | Fax (619) 298-1976 Robert C. Eddy, CFP Margaret F. Eddy, CFP Matthew B. Showley, CFP Because money doesn t come with Basic Investment Terms ANNUITY A financial product sold by financial institutions pay out a stream of payments to the individual at a later point; primarily used as a means of providing guaranteed cash flow for an individual during their retirement years. ASSETS Resources with economic value owned by a company, fund , or individual, especially those that can be converted to cash; real estate, automobiles, investments (stocks and bonds), materials, inventories, etc.
MUTUAL FUND – An open-ended fund operated by an investment company that raises money from shareholders and invests it in stocks, bonds, options, commodities or money market securities in accordance with a stated set of objectives; shareholders are
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