366. Financial Vocabulary

Sarah: Hi Tom, how are you doing today?


Tom: Hey Sarah, I'm good thanks. I was just thinking about retirement savings. Do you know much about it?


Sarah: Yeah, a bit. I know it's important to start saving early. Have you thought about it?


Tom: Definitely. I've been looking into different investment options. Have you heard of terms like "401(k)" or "IRA"?


Sarah: Yeah, those are retirement accounts, right? I think a 401(k) is through your employer and an IRA you can set up on your own.


Tom: Exactly. And within those accounts, you can invest in things like stocks, bonds, and mutual funds. Ever heard of those?


Sarah: Yeah, stocks are shares of a company, right? And bonds are like loans you give to companies or governments?


Tom: Yep, that's it. And mutual funds are pools of money from lots of investors that are managed by professionals. They can be a good way to diversify your investments.


Sarah: Got it. So, what about terms like "dividends" or "capital gains"?


Tom: Dividends are payments companies make to their shareholders, usually as a reward for investing in them. And capital gains are the profits you make when you sell an investment for more than you paid for it.


Sarah: Ah, I see. And what's "asset allocation"? I've heard that term before.


Tom: Asset allocation is how you divide your investments among different asset classes, like stocks, bonds, and cash, to balance risk and return.


Sarah: That makes sense. So, it's like spreading out your investments to reduce the impact if one type of investment doesn't perform well?


Tom: Exactly. It's all about managing risk. Have you started thinking about your retirement plan yet?


Sarah: Yeah, I've started contributing to my employer's 401(k) plan. But I think I need to learn more about investment options and financial planning.


Tom: It's great that you're getting started early. The more you learn, the better prepared you'll be for the future.


Sarah: Thanks, Tom. I'll definitely keep researching and learning more about it.


Tom: No problem, Sarah. If you ever have any questions, feel free to ask me or consult a financial advisor.