investing

Dividend

A share of a company's profits paid out to shareholders, usually in cash and usually every quarter.

What Dividend means

A dividend is a distribution of earnings from a company to its shareholders. Established, profitable firms that no longer need to reinvest everything they earn are the typical payers; young growth companies usually pay nothing.

Dividend yield expresses the annual payout as a percentage of the share price. A very high yield often signals a falling share price rather than generosity, and can precede a cut.

Qualified dividends are taxed at long-term capital gains rates rather than as ordinary income, provided you meet a holding-period requirement. Dividends from REITs and some foreign companies do not qualify.

Reinvesting dividends rather than spending them is one of the most reliable ways to let compounding work — historically, reinvested dividends account for a large share of the stock market's total long-run return.

Capital Gains

The profit from selling an asset for more than you paid, taxed at a lower rate if you held it longer than a year.

Compound Interest

Interest earned on both your original money and the interest already added to it, which makes balances grow faster over time.

Index Fund

A fund that mechanically tracks a market index rather than picking stocks, giving broad exposure at very low cost.

ETF (Exchange-Traded Fund)

A fund holding a basket of investments that trades on an exchange like a single stock, usually tracking an index at low cost.

Expense Ratio

The annual percentage of your investment that a fund charges to operate, deducted automatically from returns.

Compound Interest Calculator

See how your savings grow over time with compound interest and regular monthly contributions.

Retirement Calculator (401k & Roth IRA)

Project your retirement balance with employer match and compound growth, and compare Traditional vs. Roth after-tax outcomes.

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