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Many investments are taxed differently. For example with bonds, some may be taxed federally only, some may be taxed at the state level only, and some may be taxed both at the state and federal level.
Bond values are very sensitive to market interest rates. For example, if you purchased bond with a stated/coupon rate of 10% and market rates had declined to 8% since you purchased the bond, then the value of your 10% bond in a market crediting 8% would be higher.
Compound interest can have a dramatic effect on the growth of an investment.
A Call option represents the right (but not the requirement) to purchase a set number of shares of stock at a pre-determined ‘strike price’ before the option reaches its expiration date. A call option is purchased in hopes that the underlying stock price will rise well above the strike price, at which point you may choose to exercise the option. Exercising a call option is the financial equivalent of simultaneously purchasing the shares at the strike price and immediately selling them at the now higher market price.
Tax-deferral can have a dramatic effect on the growth of an investment.
It may surprise you how much more you could accumulate in savings simply by repositioning assets to achieve potentially a slightly higher return.
Use this calculator to help determine the potential interest growth and tax liability on your Certificate of Deposit.
Dividends paid by a corporation can make up a significant portion of the cash flow generated by a stock purchase.
It may surprise you how sales charges, management fees and lost opportunity cost can erode the total return on your mutual fund.