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The aging of the population, changes in ethnic composition, and effects of the baby boom are considered:
Security Investments
Investments in tradable financial assets such as stocks, bonds, or other securities aiming for capital appreciation or income generation.
Fair Value
An estimation of the price at which an asset would change hands between willing parties, neither under compulsion to buy nor sell, and both having reasonable knowledge of relevant facts.
Unrealized Loss-Income
Financial losses or gains that have occurred on paper due to changes in asset values but are not realized until the asset is sold.
Unrealized Gain or Loss-Equity
Increases or decreases in the value of held investments that have not yet been sold, affecting the equity portion of the balance sheet.
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