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Glossary of Investment Terms

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Welcome to the Investment Glossary. We hope you find these terms useful. Should you have a term you would like addressed, please let us know. We would be happy to add it to our list.

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Leveraging   A strategy that uses borrowed monies to purchase financial assets with the objective of increasing returns.

Liquidity  The ability to sell securities at a reasonable price with relative ease in order to raise cash. This is a major and often overlooked aspect of an individual's investment strategy. Liquidity is a concern for any monies that may be required on short notice, whether for emergencies or for planned purchases.

Load   Term used in the mutual fund industry to identify the sales charge or commission on a particular fund. Common types of loads are front-end loads, or back-end loads (deferred sales charges).

Local Currency Terms   Refers to market or currency returns expressed in the denomination of that country.

Long Term Bond   A bond maturing in 10 or more years.