While a client should be involved in communication efforts as well, it’s really the advisor that should be reaching out with information and scheduling appointments at least once a year.
On the other hand, doing that more than once a quarter without a pressing need to do so might lead you to make poor decisions based on emotions and shortsightedness, rather than on investment discipline.
To be “listed” means a stock has been registered and approved for trading on an exchange
A support line represents an estimation of where a price is likely to stop moving downwards, based on recent data in technical analysis
Standard Deviation is a measurement of how far from the average (mean) the majority of a data set lies
A ‘poison pill’ is a maneuver by a company to make itself less attractive to a hostile takeover
Debt ratios give a relative picture of a company’s ability to repay debts, make interest payments, and meet other duties
“Adding to a loser” describes continuing investment in a stock or fund that has continued to decline
To accept a risk is to bear the burden of loss or replacement if an eventuality occurs that causes an asset to lose value
Currency futures are derivative contracts that trade on regulated exchanges around the world
The Dead Cat Bounce pattern appears when a stock’s price falls quickly but has a temporary “v-shaped” recovery
Ripple is a protocol for cryptocurrency transactions primarily focused on offering solutions to the financial sector for implementing blockchain technology