Financial terms...
CFP(TM) / Certified Financial Planner (TM) - Service marks used by individuals who meet the rigorous certification requirements of the CFP Board. [more]
CFP Board / Certified Financial Planner Board of Standards - a professional regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. [more]
Internal Rate of Return (IRR) - also called the Dollar Weighted Rate of Return, is the discount rate at which the present value of cash flows of an investment or set of investments equals the cost or current value of that investment. [more]
Markowitz Portfolio Optimization - an investment strategy which intends to reduce portfolio risk by combining assets which do not move together. That is to say when the value of some assets falls, others will rise. [more]
NASD / National Association of Securities Dealers - a self-regulatory organization, authorized by the United States Securities and Exchange Commission to register and regulate securities firms. [more]
Registered Investment Adviser - a firm registered in a state to offer investment advice for compensation. [more]
Standard Deviation - a measure of the volatility of an investment as defined by the highs and lows of the investment's price. [more]
Time Weighted Rate of Return (TWR) - measures a money manager's performance vs. a specific benchmark. It is only time weighted, whereas the IRR is both time and dollar weighted. [more]
United States Securities and Exchange Commission - a regulatory body established by Congress in 1934 to enforce securities laws, promote stability in securities markets, and protect investors. [more]
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