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Finance Glossary

Just call us Bond. Amortized bond.

Over 700 finance terms, Shmooped to perfection.

Investment Objective


Well, we all wanna make money, right? Duh. But the question revolves around how we wanna make money. As a registered adviser, you have to know what your client is trying to accomplish, and this requires you to know something about the client's age, current life situation, attitude toward risk and other variables so that you can guide him to appropriate investments.