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Tactical asset allocation

Tactical asset allocation is a computer model driven market timing technique.

Tax deferred

Interest, dividends, or capital gains that grow untaxed in certain accounts or plans until they are withdrawn.

Taxable income

The amount of income used to compute tax liability. It is determined by subtracting adjustments, itemized deductions or the standard deduction, and personal exemptions from gross income.

Technical analysis

Technical analysis is the process of finding patterns in the past history of stock prices. By identifying commonly occurring patterns, technical analyst attempt to predict future price movement.

Term insurance

Term life insurance provides a death benefit if the insured dies. Term insurance does not accumulate cash value and ends after a certain number of years or at a certain age.

Testamentary trust

A trust established by a will that takes effect upon death.

Testator

One who has made a will or who die having left a will.

Time weighted rate of return

The time weighted rate of return is the return that would be earned on a one dollar of investment. The time weighted rate of return eliminates the effects of contributions to or withdrawals from the fund which are beyond the manager's control.

Top down investment style

Top down investment is a style which begins with an economic forecast. Based upon that forecast favored industry sectors are highlighted. Finally, individual stocks are selected within the industry sector. (See bottom up investment style for comparison)

Total return

The total of al earnings from a given investment, including dividends, interest and any capital gain.

Trust

A legal entity created by an individual in which one person or institution holds the right to manage property or assets for the benefit of someone else.

Trustee

An individual or institution appointed to administer a trust for its beneficiaries.

Turnover

Turnover is the sale of an asset to purchase another of a similar type. That is, turnover occurs when a manager sells a share of stock in order to purchase another share of stock. Turnover does not occur if a manager sells an asset without purchasing another, nor does it occur when a manager invests a new contribution. A simple operational definition is that turnover is the lesser of purchases or sales.

   
 

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