Wealth Management Glossary

Confused about financial jargon? Use our jargon buster to get a plain explanation of industry terms.


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Balanced portfolio
A portfolio containing several different investment types. Most balanced portfolios are invested in stocks, bonds and money market instruments.

Bear/Bull Market
Terms frequently used to describe the outlook for short- and long-term market performance:* bear refers to the expectation that prices will decline;* bull refers to the belief that stock prices are likely to rise.

A fixed income investment in which an investor loans money to an entity (typically corporate or government) which borrows the funds for a defined period of time at a variable or fixed interest rate.