A systematic withdrawal plan (SWP) is a way to distribute money from an investment portfolio on a monthly basis. It’s a great way to streamline your wealth management
A Systematic Transfer Plan, or STP, is an investment strategy that allows you to transfer your funds from one investment account to another without hassle. These transfers occur
Several different yield to maturity factors can affect a bond’s price. The yield to maturity factor also accounts for compound interest. In other words, the difference between the
A Zero-Coupon Bond is a type of fixed-income investment that is offered by financial institutions. It pays fixed interest over a specified period of time. The interest earned
An IPO mutual fund is a fund that invests in newly-public U.S. companies. These securities are generally non-diversified and don’t have an allocation limit. Investors in such a