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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 Elbert area. We offer comprehensive views at your finances from our Elbert area investment advisory service.
     
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    Afo Investment Group
    3015 Starlight Cir, Colorado Springs, CO 80916
    (1) Review Write a review
    (719) 392-1700
     
    User Review: "Excellent, efficient, and professional. I highly recommend this company for your private money source." - Josh (CO)
    Life Certain Wealth Strategies
    8400 E Prentice Ave #715, Greenwood Village, CO 80111
    Life Certain Wealth Strategies is committed to serving the financial planning needs of individuals and small business owners by offering access to fee-based wealth management and financial planning.
    (303) 793-3999
    harrigan | teegarden Private Wealth Advisors
    2672 Northpark Drive, Suite 200, Lafayette, CO 80026
    harrigan | teegarden Private Wealth Advisors provides comprehensive, fee-based wealth management services that simplify clients’ lives so that you can focus on the things that matter most.
    (303) 645-8400
    Hunt Investment LLC
    3900 County Road 174, Elizabeth, CO 80107
    (303) 840-9474
    Marlow & Company
    1425 Regal Glen Ct, Monument, CO 80132
    (719) 488-1870
    Arkenstone Financial
    1840 Woodmoor Dr Ste 160, Monument, CO 80132
    (719) 559-1919
    Advisors Asset Management
    18925 Base Camp Rd, Monument, CO 80132
    (719) 487-2400
    Et Investments
    1740 Chapel Hills Dr, Colorado Springs, CO 80920
    (719) 260-2378
    CattleHedging.com
    8417 Snow Cap Vw, Colorado Springs, CO 80920
    (719) 481-2399
    Plum Creek Investment Services
    333 Perry St Ste 204, Castle Rock, CO 80104
    (720) 484-6575
    Summit Investment Partners LLC
    1755 Telstar Dr Ste 501, Colorado Springs, CO 80920
    (719) 749-1358
    Bearden Group
    300 General Palmer Dr, Palmer Lake, CO 80133
    (719) 528-5500
    Independent Financial Solutions LLC
    5727 N Academy Blvd, Colorado Springs, CO 80918
    (719) 265-5091
    First Affirmative Financial Network
    5475 Mark Dabling Blvd Ste 108, Colorado Springs, CO 80918
    (719) 636-1045
    Matthews Advisors LLC
    3125 Austin Bluffs Pkwy, Colorado Springs, CO 80918
    (719) 238-6163


    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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