Yield measures ex-ante return to security holders. Coupon rate shows annual interest paid as percentage of principal. Current yield compares annual coupon to market price. Yield to maturity considers principal payment at maturity. Yield to call/put depends on bond's option features
ETFs offer reliable income and potential capital appreciation. High-dividend ETFs emphasize superior yields for current expenses. ETFs are versatile investment vehicles for retail investors
Series I bonds earn 3.11% interest, including 1.20% fixed rate. Current rates apply November 2024 to April 2025. Interest rate changes every 6 months based on inflation
Inflation is the gradual rise in prices and decline in purchasing power over time. A movie ticket cost increased from $2.89 in 1980 to $9.16 in 2019. Moderate inflation is considered healthy for spending and investing
Web-based platform for mutual and pension funds analysis. Provides detailed fund performance data and customized reports. Offers fund ratings showing historical risk-adjusted performance. Displays portfolio allocation changes and fund news
Founded in 1973 as NYSE's Central Certificate Service. Became subsidiary of DTCC in 1999. Registered with SEC and member of Federal Reserve System