Educational content only — not personalized financial, legal, or tax advice. Learn more
Reference

Reference

Plain-English definitions for the terms you'll encounter on your financial journey.

A
Asset Allocation📈 Investing

An investment strategy that aims to balance risk and reward by apportioning a portfolio's assets.

R
Rebalancing📈 Investing

The process of realigning the weightings of a portfolio of assets to maintain a desired level of asset allocation.