10-K
What Is a 10-K? A 10-K is a comprehensive annual report that publicly traded companies in the United States must…
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Browse All Investing Terms
Understand the financial terms behind stocks, ETFs, retirement accounts, and more. Whether you’re new to investing or expanding your portfolio, this glossary simplifies the jargon so you can build wealth with clarity.
List of Investing Terms
10-Q
What Is a 10-Q? A 10-Q is a quarterly financial report that publicly traded companies must file with the U.S….
1099-DIV (Dividends)
What Is 1099-DIV? Form 1099-DIV is a tax document used to report dividend income and certain capital gain distributions paid…
1099-INT (Interest Income)
What Is 1099-INT? Form 1099-INT is a tax document issued by banks, credit unions, and financial institutions to report interest…
12b-1 Fees
What Is a 12b-1 Fee? A 12b-1 fee is an annual fee charged by some mutual funds to cover marketing,…
529 Plan
What Is a 529 Plan? A 529 plan is a tax-advantaged savings account designed to help families save for education…
8-K
What Is an 8-K? An 8-K is a report that publicly traded companies file with the U.S. Securities and Exchange…
Accrued Interest
What Is Accrued Interest? Accrued interest is interest that has accumulated on a loan or investment but has not yet…
Alpha
What Is Alpha? Alpha is a measure of an investment’s performance relative to a benchmark index. It represents the excess…
Alternative Investments
What Is an Alternative Investment? Alternative investments are assets that fall outside the traditional categories of stocks, bonds, and cash….
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