Archive for the ‘M’ Category

Your marginal tax rate, which includes federal, state, and local income taxes, self-employment taxes, and federal payroll — is the percentage that will come off the top of your next dollar of incremental taxable income. Put another way, if your marginal tax rate is 25%, you get to keep 75 cents on the next dollar [...]

Market capitalization is the market price of an entire company, calculated by multiplying the number of shares outstanding by the price per share. Morningstar categorizes a fund’s market capitalization by studying the size of the companies that the fund is investing in. There are three categories: large, medium, and small. In general, the largest 250 [...]

Morningstar Style Box is a visual tool created by Morningstar, a premier mutual fund data sources provider. Morningstar helps make asset allocation decision easier by categorizing mutual funds by their market capitalization and valuation to nine categories.

Large Value
Large Blend
Large Growth
Medium Value
Medium Blend
Medium Growth
Small Value
Small Blend
Small Growth

A mortgage is a financial agreement between a lender and a borrower in which the property is used as collateral for the loan. A mortgage gives the lender the right to collect payments on the loan (and to foreclose on the property if those payments are not made).