An investment strategy focused on investing in companies with share prices considered to be undervalued. Value investing requires extensive research before stocks are purchased and often involves a long-term, buy-and-hold approach.
Change to an investment’s returns over a given time period.
An insurance product that pays a varying amount, depending on market conditions. See also “annuity” and “fixed annuity.”
Refers to contributions within an employer-sponsored pension plan or stock incentive plan that belong to an employee.
The measure of the shift in returns in relation to the market’s average return. Volatile investments are those that experience larger or more rapid changes, and are therefore riskier for clients.
