Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

A period of time that starts with the first day of the current calendar year and ends with today.

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Securities

Bonds and stocks.
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After-hours trading

Trading outside of a stock exchange's opening hours.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Zero-Sum Game

A situation in which one person's gain is another's loss.
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Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.
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Zero coupon bonds

What is a zero coupon bond?
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Professional Client

An investor that is able to meet several regulatory criteria.
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Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
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