Personal Finance

98 Terms

Terms in "Personal Finance"

98 terms in this category

401(k) Plan

Advisory Services Fees

Annual Percentage Rate

Annual Percentage Yield

Annuitization

Annuitization Phase

Annuity

Annuity Contract

Balloon Payment

Bank Statement

Bridge Loan

Budgeting

Chapter 13 Bankruptcy

Compounding

Credit Card

Credit Counseling

Credit History

Credit Report

Credit Score

Creditworthiness

Debt Collection

Debt Consolidation

Debt Management

Debt Management Plan (DMP)

Debt Reduction

Debt Settlement

Debt-to-Income (DTI) Ratio

Debtor

Deferred Annuity

Defined Contribution (DC) Plan

Emergency Funds

Employee Benefits

Employer Match

Entity Beneficiary

Executor

Family Governance

Family Limited Partnership (FLP)

Family Office

Family Wealth Education

Farm Loans

Fee-Based

Fee-Only

Fee-Only Advisor

FICO Score

Finance Charge

Financial Documentation

Financial Freedom

Financial Independence (FI)

Financial Literacy

Financial Planning

Flexible Spending Account (FSA)

Health Savings Account (HSA)

HELOC

High-Yield Savings

High-Yield Savings Account

Home Equity

Home Equity Loan

Home Ownership

Income

Income Generation

Individual Retirement Account

Inherited IRA

Inherited Roth IRA

Investment Advisor

Investment Goals

IRA Contribution Limits

IRA Inheritance

Irrevocable Trust

Liquid Assets

Liquid Net Worth

Living Trust

Living Will

Loan Comparison

Negative Equity

Passive Income

Payment History

Pension

Pension Freedoms

Pension Plans

Personal Finance

Remainderman

Required Minimum Distribution (RMD)

Retirement

Retirement Planning

Retirement Savings

Roth 401(k)

Saving

Savings Accounts

Savings Rates

Social Security

Tax-Free Savings

Teaser Rate

Traditional Inherited IRA

Traditional IRA

Ultra-High Net Worth (UHNW)

Wealth Manager

Withdrawal Rate

Withdrawal Strategies

Congressional Trades Beat the Market

Members of Congress outperformed the S&P 500 by up to 6x in 2024. See their trades before the market reacts.

2024 Performance Snapshot

23.3%
S&P 500
2024 Return
31.1%
Democratic
Avg Return
26.1%
Republican
Avg Return
149%
Top Performer
2024 Return
42.5%
Beat S&P 500
Winning Rate
+47%
Leadership
Annual Alpha

Top 2024 Performers

D. RouzerR-NC
149.0%
R. WydenD-OR
123.8%
R. WilliamsR-TX
111.2%
M. McGarveyD-KY
105.8%
N. PelosiD-CA
70.9%
BerkshireBenchmark
27.1%
S&P 500Benchmark
23.3%

Cumulative Returns (YTD 2024)

0%50%100%150%2024

Closed signals from the last 30 days that members have profited from. Updated daily with real performance.

Top Closed Signals · Last 30 Days

NVDA+10.72%

BB RSI ATR Strategy

$118.50$131.20 · Held: 2 days

AAPL+7.88%

BB RSI ATR Strategy

$232.80$251.15 · Held: 3 days

TSLA+6.86%

BB RSI ATR Strategy

$265.20$283.40 · Held: 2 days

META+6.00%

BB RSI ATR Strategy

$590.10$625.50 · Held: 1 day

AMZN+5.14%

BB RSI ATR Strategy

$198.30$208.50 · Held: 4 days

GOOG+4.76%

BB RSI ATR Strategy

$172.40$180.60 · Held: 3 days

Hold time is how long the position was open before closing in profit.

See What Wall Street Is Buying

Track what 6,000+ institutional filers are buying and selling across $65T+ in holdings.

Where Smart Money Is Flowing

Top stocks by net capital inflow · Q3 2025

APP$39.8BCVX$16.9BSNPS$15.9BCRWV$15.9BIBIT$13.3BGLD$13.0B

Institutional Capital Flows

Net accumulation vs distribution · Q3 2025

DISTRIBUTIONACCUMULATIONNVDA$257.9BAPP$39.8BMETA$104.8BCVX$16.9BAAPL$102.0BSNPS$15.9BWFC$80.7BCRWV$15.9BMSFT$79.9BIBIT$13.3BTSLA$72.4BGLD$13.0B