Definitions and Terms

General

• Capital Gains
• What is the Ellevest Tax Minimization Methodology (TMM)?
• Custodian
• Broker Dealer

Asset Classes and Investments

• Mutual Funds
• ETF (Exchange Traded Fund)
• SIPC Insurance
• FDIC Cash
• US Total Stock Market
• US Large Cap Value
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Accounts and Plans

• 403(b)
• 401(k)
• Taxable Brokerage Account
• Traditional IRA
• Roth IRA