Know the words

Your investment  journey is filled with financial terms, concepts, jargon and buzzwords that may be overwhelming.  Kathryn provides a brief explanation of the most common terms for every novice (or experienced) investor.  Knowledge is an important key to successful investing and financial growth. Snap up financial literacy confidence with these short, and easy to understand audio clips.

This week's concept is all about debt and what you need to know about your own.

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Kathryn Finn, CIM

Portfolio Manager

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Archives

April 28, 2023 -Fee based vs. Commission 

April 14, 2023 - Who has access to after-hours trading and how does it work?

March 24, 2023 - How to get involved in finances as a student?

February 24, 2023 - What is an IPO?

February 10, 2023 - Is debt good or bad?

January 27, 2023 - What are the indicators a stock is liquid?

January 13, 2023 - What are the different types of investment strategies?

December 16, 2022 - How often should I review my portfolio?

December 2, 2022 - Why would people invest in treasury bills?

November 18, 2022 - What is day trading and why would one do that?

November 4, 2022 - How do interest rates affect the price of bonds?

October 21, 2022 - Difference between debt and equity financing

October 7, 2022 - What is GARP?

September 16, 2022 - What type of investment gives the highest return?

September 2, 2022 - What is the difference between discretionary and non-discretionary?

July 22, 2022 - What does it mean to diversify your portfolio?

July 8, 2022 - What is the difference between an ETF and a Mutual fund?

June 24, 2022- What is Monetary Policy and How does it work?

Dec 24, 2021 - Fiscal Policy 
Dec 17, 2021 - Hedging 
Dec 10, 2021 - Central Bank 
Dec 3, 2021 - Portfolio Construction 
Nov 26, 2021 - After hour trading 
Nov 19, 2021 - Systemic Risk 
Nov 12, 2021 - Index Investing 
Nov 5, 2021 - Stock Split 
Oct 29, 2021 - Small Caps 
Oct 22, 2021 - Beta 
Oct 15, 2021 - Alpha 
Oct 8, 2021 - Life Insurance 
Oct 1, 2021 - Term Insurance 
Sept 24, 2021 - RESP 
Sept 17, 2021 - Permanent Resident 
Sept 10, 2021 - Registered Retirement Income Fund (RRIF) 
Sept 3, 2021 - Unemployment Rate 
Aug 27, 2021 - Record Date 
Aug 20, 2021 - Ex-dividend date 
Aug 13, 2021 - Wholesale Inventories
Aug 06, 2021 - University of Michigan Consumer Sentiment Index 
July 30, 2021 - Alter Ego Trust 
July 23, 2021- Neutral Strategy 
July 16, 2021- Housing Starts
July 9, 2021- Lagging Indicator
July 2, 2021- Durable Goods
June 25, 2021- Consumer Confidence
June 18, 2021- Cap Rates
June 11, 2021- CFA
June 4, 2021- Quantitative Research
May 14, 2021 - Derivative Investments
May 7, 2021 - Alternative Investments
April 30, 2021 - Audit
April 23, 2021 - Pre-market
April 16, 2021 - Momentum Investing
April 9, 2021 - Gross Profit
April 2, 2021 - Intellectual Property
March 26, 2021 - Liability
March 19, 2021 - Fiscal Year
March 12, 2021 - Asset Allocation
March 5, 2021 - Power of attorney for property
February 26, 2021 - Power of attorney for personal care
February 19, 2021 - Compounding
February 5, 2021 - Bull Market
January 29, 2021 - Bear Market
January 22, 2021 - Revolving Credit
January 15, 2021 - Generational Wealth
January 8, 2021 - Accredited Investor
December 25, 2020 - Current Ratio
December 18, 2020 - Impact Investing
December 11, 2020 - Joint with right of survivorship
December 4, 2020 - Tax Credit
November 27, 2020 - Social Responsibility
November 20, 2020 - Angel Investors
November 13, 2020 - Trade Deficit
November 6, 2020 - Bid and Offer
October 30, 2020 - Growth Investing
October 23, 2020 - Inflation
October 16, 2020 - Balance Sheet
October 9, 2020 - Hedge fund
October 2, 2020 - Blue Chip
September 25, 2020 - Balanced Fund
September 18, 2020 - Annual Report
September 11, 2020 - Share buyback
September 4, 2020 - Earnings estimate
August 28, 2020 - Diversification
August 21, 2020 - Bar Bell Strategy
August 14, 2020 - Market Risk
August 7, 2020 - Crowdfunding
July 31, 2020 - GARP
July 24, 2020 - Dependant
July 17, 2020 - Financial Statement
July 10, 2020 - Refinance
July 3, 2020 - Net Income
June 26, 2020 - Guarantor
June 19, 2020 - Initial Public Offering
June 12, 2020 - Line of Credit
June 5, 2020 - Assets
May 29, 2020 - EPS
Mar 13, 2020 - Dividends
Mar 6, 2020 - Fed Funds Rate
Feb 28, 2020 - Coupon Rate
Feb 14, 2020 - Passive Income
Jan 31, 2020 - Net Worth
Jan 17, 2020 - TFSA
Jan 10, 2020 - Bankruptcy
Jan 2, 2020 - Value investing
Dec. 15, 2019 - Dollar cost averaging
Nov. 29, 2019 - Capitalization table
Nov. 22, 2019 - Sunk cost
Nov. 15, 2019 - Certified Financial Planner
Nov. 8, 2019 - Nasdaq
Oct. 25, 2019 - S & P 500
Oct. 18, 2019 - Yield
Oct. 11, 2019 - Financial Infidelity
Sept. 27, 2019 - Mutual funds
Sept. 20, 2019 - The VIX
Sept. 19, 2019 - Capital gains
Sept. 13, 2019 - Yield curve
Sept. 6, 2019 - Certified Financial Planner
August 23, 2019 - Concentrated stock position
August 16, 2019 - Basis Points
August 9, 2019 - Prenup
August 2, 2019 - Custodian
July 26, 2019 - Money-weighted return
July 19, 2019 - Liquidity
July 12, 2019 - Financial planning
July 5, 2019 - Market cap
June 21, 2019 - ESG
June 14, 2019 - Asset class
June 7, 2019 - Security
May 31, 2019 - Emerging Markets
May 24, 2019 - ETFs
May 17, 2019 - Bond
May 10, 2019 - Dow Jones
May 3, 2019 - Correction
April 26, 2019 - Futures