The anticipated holding period refers to the estimated duration for which an investor expects to retain an investment before selling it.
U.S. Treasury issues sold at a deep discount from face value. A zero-coupon security that pays no interest during its lifetime but returns the full face value at maturity. Ideal for retirement or education planning and cannot be called.
A professional certification conferred by the International Board of Standards and Practices for Certified Financial Planners. It requires passing national examinations in various financial planning disciplines and substantial professional experience.
Investment costs are the expenditures incurred when an individual or organization allocates money to acquire investments or assets, often with the anticipation of generating returns over time.
