Top Wealth Management Trends of 2023

The Stifel Wealth Tracker is a tool that allows investors to track their portfolios and performance and analyze their investments. The tracker provides a real-time view of investments, and includes information on asset allocation, performance, and more. …  Read more

A quant fund is a type of investment fund that relies on mathematical models and algorithms to make investment decisions. The models used by quant funds are often based on principles of statistical inference and financial engineering. …  Read more

A solar tax credit is a tax credit that is available to homeowners and businesses who install solar panels on their properties. The credit is a percentage of the cost of the solar PV system, and it can be claimed on federal taxes. …  Read more

Carbon credits are a tradable commodity that represent the right to emit a certain amount of carbon dioxide or the equivalent. The credits are generated by projects that reduce or sequester carbon dioxide, such as tree planting or renewable energy projects. Credits can be used by companies to offset their emissions, and can also be traded on a carbon market. …  Read more

ESG Impact is the measure of a company's environmental, social, and governance (ESG) performance relative to its industry peers. ESG impact is used by investors to assess a company's long-term risk and potential opportunities. …  Read more

ESG investment is an investment strategy that takes into account the environmental, social, and governance (ESG) factors of a company when making investment decisions. ESG factors can include a company’s environmental policies, employee treatment, and product safety. …  Read more

Generational wealth is the accumulation of assets and income across multiple generations. The goal is to create financial stability and security for future generations. …  Read more

The SBI index fund is a mutual fund that is offered by the State Bank of India. The fund is designed to track the performance of a particular index, such as the S&P BSE Sensex or the Nifty 50. …  Read more

Sustainable equity is a term that is used to describe an approach to investing that takes into account environmental, social, and governance (ESG) factors. Sustainable equity investors seek to invest in companies that have a positive impact on the environment and society, while also delivering strong financial performance. …  Read more

The UTI index fund is a type of mutual fund that is designed to track the performance of the UTI Infrastructure Index. The fund is made up of stocks of companies that are involved in the infrastructure sector in India. …  Read more

A lumpsum investment is an investment where a fixed sum of money is invested at once. The lumpsum investment may be in the form of cash, stocks, or other assets. The goal of a lumpsum investment is to achieve a higher return on investment than if the money was invested over time. …  Read more

SBI Focused Equity Fund is an open-ended equity mutual fund scheme launched by SBI Mutual Fund. The fund is managed by SBI Funds Management Private Limited. It invests in stocks of companies across market capitalization. …  Read more

An inflation hedge is an investment that is meant to protect one's portfolio from the effects of inflation. The most common type of inflation hedge is a Treasury Inflation-Protected Security (TIPS), which is a bond that is indexed to inflation. …  Read more