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Popular Investment Terms

Investing can be a great way to increase your wealth, so long as you approach the task correctly. Financial consultants can help you handle your wealth carefully. Following are some terms your investment advisory service may use.

  • Appreciation – Appreciation is a rise in how much an investment is worth.
  • Asset – An asset is something of value that could be readily exchanged for money. This item can be owned by a single person or by a group of people. Cars and houses are assets.
  • Certificates of Deposit – CDs are similar to bank accounts. Money is deposited into a CD for a predetermined time period. CDs are usually very safe investments.
  • Depreciation – Depreciation is a reduction in how much an investment is worth.
  • Dividend – A dividend is money distributed by a corporation to its shareholders. The amount paid to each person is based on past and current profit of the company and the number of shares the individual owns.
  • Mutual Fund – Mutual funds are combined investments. Multiple individuals pool their wealth and invest the combined amount in a variety of ventures. Stocks and bonds are common investment options for mutual funds. An advisory company often manages these large accounts.
  • Portfolio – A portfolio is all of the investment ventures owned by a person or group of people. Portfolios include investments such as stocks, bonds, and mutual funds. Many people hire financial consultants to help them manage their portfolios.
  • Principal – A principal is the initial money invested by a person or group of people. This initial investment is referred to as a capital sum. Knowing the capital sum you invested helps outline how much money has been earned or lost.
  • Return – Return refers to how much money was lost or gained in an investment.
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    Investment Adviser Association
    Get superior advice from our experienced investment advisory service in the Conyngham area. We offer comprehensive views at your finances from our Conyngham area investment advisory service.
     
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    Rodgers & Associates
    2025 Lititz Pike, Lancaster, PA 17601
    Rodgers & Associates is a financial advisor in Lancaster, PA whose Certified Financial Planners help people with retirement planning, investment advice, tax strategy, estate planning, and more.
    (717) 560-3800
    Century Tax & Wealth Management LLC
    930 Red Rose Ct Ste 209, Lancaster, PA 17601
    Total financial planning. Providing one-on-one, customized investment, retirement, estate, insurance and tax planning all under one roof. Complimentary initial consultation. Call today!
    (717) 393-3876
    Olde City Investments
    126 N 3rd St, Philadelphia, PA 19106
    Our investment and financial consulting professionals advise regarding management of capital, assets and securities. We offer options for IRAs, mortgages, trading, partnerships and capital.
    (267) 886-8522
    Bna Financial Services Inc
    20 N Broad St, Hazleton, PA 18202
    (570) 459-1845
    Tomasko Michael IV
    101 W Broad St, Hazleton, PA 18201
    (570) 454-6600
    Swisher Financial
    214 W 21st St, Hazleton, PA 18201
    (570) 501-1750
    Wagner,Whitaker & John LLC
    8 W Broad St Ste 800, Hazleton, PA 18201
    (570) 501-3100
    F I Q Investment Company LLC
    527 Seybert St, Hazleton, PA 18201
    (570) 455-2255
    Luzerne County Workforce Investment Development
    75 N Laurel St, Hazleton, PA 18201
    (570) 501-0432
    Baltrusaitis Investments
    1530 State Route 93, Berwick, PA 18603
    (570) 752-3536
    Tanribilir Kevin
    701 E Front St, Berwick, PA 18603
    (570) 752-6200
    Sunamerica
    120 E 3rd St Ste 1, Berwick, PA 18603
    (570) 759-7600
    Ameriprise Financial
    8 E Ridge St, Lansford, PA 18232
    (570) 645-0318
    Heritage Investment Services
    4 Pebble Ln, Tamaqua, PA 18252
    (570) 668-6881
    MetLife
    1578 State Route 903, Jim Thorpe, PA 18229
    (570) 732-4639


    Many people find that they need an investment advisory service to help them make informed decisions about the most effective ways to use their money. Investment advisory service professionals should be able to provide information about stocks, assets, securities, IRA growth funds, and other forms of wealth management. Some of the advisors focus on certain areas of wealth management and investments. For instance, stock brokers might know a lot about securities, capital gains, mutual funds, and trading stocks for financial growth, but they don't necessarily know as much managing assets through home equity, insurance, mortgages, and partnerships. In order to get that level of financial service, you will need to find an investment advisor who has experience with plans that included a broad variety of strategic investments. Before hiring a company to create an investment and wealth management plan for you, you will want to make sure that they have experience providing information that will help you keep as much of your money as possible instead of paying large portions to the IRS. Knowing how to protect dividends, capital gains growth, IRS funds, and liquid assets from taxes will help you save more money for the future. You also need to be sure that you can trust the advisory consultants that you hire. You can often learn about how well they have served their other clients by searching the internet for consumer forums. This will allow you to read reviews written by other people in your area, so you can learn from their experiences.
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