Investing

  1. Statement of Additional Information - SAI

    A statement of additional information (SAI) is a supplementary document to a mutual fund's prospectus that contains additional ...
  2. Exchange Fees

    Exchange fees are a type of investment fee that some mutual funds charge to shareholders if they transfer to another fund ...
  3. Top 3 Mutual Fund Holders of Qualcomm

    Explore the three mutual funds that hold the largest amounts of Qualcomm shares. Find out how QCOM shares fit into three ...
  4. Synthetic ETF

    A synthetic ETF mimics the behavior of a traditional exchange-traded fund but instead of using physical securities, it trades ...
  5. Mutual Fund Cash Level

    A mutual fund cash level is the percentage of a mutual fund's total assets that are held in cash or cash equivalents.
  6. Fund Category

    A fund category is a way of differentiating mutual funds according to their investment objectives and principal investment ...
  1. How Venture Capitalists Make Investment Choices

    In order to increase your odds for receiving funding as an entrepreneur or start-up business, here are some criteria considered ...
  2. Resolving Disputes With Your Financial Advisor

    Before you blame your advisor for your losses, be sure you know your rights and responsibilities.
  3. Stock Buybacks: A Good Thing or Not?

    In recent years, the value of stock buybacks has come into question. We look at the pros and cons.
  4. What is the difference between earnings and profit?

    Read about the differences between a company's earnings and its profit, and learn how the gap between earnings and profit ...
  5. Are dividends considered an asset?

    Find out why dividends are considered an asset for investors, but a liability for the company that issued them. Learn the ...
  6. Pick Stocks Like Peter Lynch

    Learn the basic tenets that helped legendary fund manager Peter Lynch earn his fortune in investing.
  1. How Financial Advisors Can Adjust to Robo-advisors

    Advisors wary of robo-advisors should consider cutting their fees, being more tech-savvy and providing more specialized and ...
  2. Robo-Advisor (Robo-Adviser)

    Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no ...
  3. Schwab's New Robo-Advisor

    Schwab may not be the first company to offer a robo-advisor, but it's sure to make a big splash. Here's what it'll look like.
  4. What's the Best Robo-Advisor?

    Which robo-advisor is right for you? There are many factors to consider, including the breadth of services, ease of use and ...
  5. Robo-Advisors and a Human Touch: Better Together?

    Combining the services of traditional advisors and robo-advisors can offer the best of both worlds. But where does one start ...
  6. How to Evaluate a Robo-advisor (SCHW)

    With the addition of robo-advisors, investors have a variety of new choices when it comes to how they find help in managing ...
  1. How does an investor make money on bonds?

    Bonds are part of fixed-income securities called debt obligations, meaning one party borrows from another who expects repayment ...
  2. Bernstein: These Are the Mistakes Bond Investors Made

    Richard Bernstein Advisors is known for its top-down approach that focuses on macro trends. Here he considers incorrect assessments ...
  3. The Basics Of Municipal Bonds

    Investing in municipal bonds may offer a tax-free income stream, but they are not without risks.
  4. Where can I buy government bonds?

    The type of bond dictates its purchase. Federal bonds are issued by the federal government, while municipal bonds are issued ...
  5. What does investment grade mean?

    Investment grade refers to the quality of a company's credit rating, which is based upon their financial strength, future ...
  6. Forces Behind Interest Rates

    Get a deeper understanding of the importance of interest rates and what makes them change.
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  1. Earnings Before Interest, Depreciation and Amortization - EBIDA

    Earnings Before Interest, Depreciation and Amortization (EBIDA) is a measure of earnings of a company.
  2. Best Execution

    Best execution is a legal mandate that dictates brokers must seek the most favorable circumstances for execution of their ...
  3. Terminal Capitalization Rate

    Term capitalization rate is used to estimate a property's value at the end of a holding period.
  4. Business Income

    Business income is a type of earned income, and is classified as ordinary income for tax purposes.
  5. Full Costing

    The full costing technique is a managerial accounting method that describes when all fixed and variable costs are used to ...
  6. Beneish Model

    The Beneish Model developed by M. Daniel Beneish uses financial ratios and eight variables to identify whether a company ...
  1. How a Chess Champion Became a Renowned Economist

    Harvard economist and former Chief Economist for the IMF, Kenneth Rogoff, shares his journey from high school chess champion ...
  2. Systemic Risk

    Systemic risk is the possibility that an event at the company level could trigger severe instability or collapse in an entire ...
  3. Which countries have the highest tariffs?

    Find out which countries have the most restrictive import tariffs on international products, based on data collected by the ...
  4. What are some examples of expansionary monetary policy?

    Learn about expansionary monetary policy and how central banks use discount rates, reserve ratios and purchases of securities ...
  5. Stock Buybacks: A Good Thing or Not?

    In recent years, the value of stock buybacks has come into question. We look at the pros and cons.
  6. Turnkey Solution

    A turnkey solution is a type of system that can be easily implemented into current business processes.
Hot Definitions
  1. Bond

    A bond is a fixed income investment in which an investor loans money to an entity (corporate or governmental) that borrows ...
  2. Whole Life Insurance Policy

    A life insurance contract with level premiums that has both an insurance and an investment component. The insurance component ...
  3. Compound Annual Growth Rate - CAGR

    The Compound Annual Growth Rate (CAGR) is the mean annual growth rate of an investment over a specified period of time longer ...
  4. Capital Asset Pricing Model - CAPM

    A model that describes the relationship between risk and expected return and that is used in the pricing of risky securities. ...
  5. Internal Rate Of Return - IRR

    A metric used in capital budgeting measuring the profitability of potential investments.
  6. Current Ratio

    The current ratio is a liquidity ratio that measures a company's ability to pay short-term and long-term obligations.
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