Topics

  1. Fulcrum Fee

    A fulcrum fee is a performance-based fee that adjusts up or down based on outperforming or underperforming a benchmark.
  2. Annual Budget

    An annual budget outlines projected items on income, balance sheet and cash flow statements over a 12-month period.
  3. Financial Planner

    A financial planner is a qualified money-management professional who helps clients meet their financial goals.
  4. Personal Financial Specialist - PFS

    Personal Financial Specialist is a specialty credential for CPAs who are expert at helping individuals with all aspects of ...
  5. Round Trip Transaction Costs

    Round trip transaction costs refers to all the costs incurred in a securities or other financial transaction.
  6. Should You Replace Your Annuity – or Not?

    Sometimes, replacing an annuity is a better deal for the insurer and its sales rep than it is for you. Ask the right questions ...
  1. Synthetic

    Synthetic is the term given to financial instruments that are created artificially by simulating other instruments with different ...
  2. Series 26

    The Series 26 is a securities exam and license entitling the holder to supervise those who sell funds, variable annuities ...
  3. Series 34

    The Series 34 is an exam and license required for individuals seeking to engage in off-exchange forex transactions with retail ...
  4. Series 9/10

    Series 9/10 is a two-part securities exam and license entitling the holder to supervise sales activities at a general securities-oriented ...
  5. Series 53

    The Series 53 is an exam and license that permits an individual to supervise the municipal securities activities of a securities ...
  6. Registered Principal

    A registered principal is a licensed securities dealer who is also empowered to oversee operational, compliance, trading ...
  1. Tangible Common Equity - TCE

    Tangible common equity is a measure of a company's capital, which is used to evaluate a financial institution's ability to ...
  2. Social Sciences

    Social sciences are a group of academic disciplines that examine society and how people interact and develop as a culture. ...
  3. Kiting

    Kiting is the fraudulent use of a financial instrument such as a check to obtain additional credit that is not authorized.
  4. Commercial and Industrial (C&I) Loan

    A commercial and industrial (C&I) loan is a type of short-term loan made to a business or corporation, not an individual.
  5. Cross-Border Financing

    Cross-border financing refers to any financing arrangement that crosses national borders.
  6. Gramm-Leach-Bliley Act of 1999 - GLBA

    The Gramm-Leach-Bliley Act of 1999 (GLBA) was a bi-partisan regulation under President Bill Clinton, passed by Congress on ...
  1. Financial Markets: Random, Cyclical or Both?

    Are the markets random or cyclical? Depends on whom you ask. We look at both sides of the argument.
  2. Lowe's Stock Breaks Out After Activist Investor Takes a Stake

    Lowe's shares moved sharply higher after D.E. Shaw reportedly took an activist stake, but traders will be watching these ...
  3. What Technical Indicators Back Up Doji Patterns?

    Learn important technical indicators that reinforce a doji candlestick pattern.
  4. Synthetic

    Synthetic is the term given to financial instruments that are created artificially by simulating other instruments with different ...
  5. Regular Vs. Exotic Options: What's the Difference?

    Before learning about exotic options, you need a fairly good understanding of regular options.
  6. Patience Is a Virtue for Traders

    Waiting may be the biggest key to reeling in that trophy investment.
  1. Premier Foods Third-Quarter Sales Rise as Brands Improve

    Premier Foods, owner of Mr Kipling cakes and Oxo stock cubes, reported higher third-quarter sales on Tuesday, helped by further ...
  2. Cash Accounting

    Cash accounting is an accounting method in which receipts are recorded during the period they are received, and expenses ...
  3. Residual Standard Deviation

    The residual standard deviation is a statistical term used to describe the standard deviation of points formed around a linear ...
  4. Tangible Common Equity - TCE

    Tangible common equity is a measure of a company's capital, which is used to evaluate a financial institution's ability to ...
  5. Prodded by China, Qantas Amends Website References to Taiwan, Other Regions

    Australia's Qantas Airways said on Tuesday it had amended its website to no longer refer to Taiwan and Hong Kong as countries, ...
  6. Temporal Method

    The temporal method is a set of currency translation rules a company applies to its integrated foreign businesses to compute ...
  1. Premier Foods Third-Quarter Sales Rise as Brands Improve

    Premier Foods, owner of Mr Kipling cakes and Oxo stock cubes, reported higher third-quarter sales on Tuesday, helped by further ...
  2. Prodded by China, Qantas Amends Website References to Taiwan, Other Regions

    Australia's Qantas Airways said on Tuesday it had amended its website to no longer refer to Taiwan and Hong Kong as countries, ...
  3. Stock Swap

    A stock swap is the exchange of one equity-based asset for another.
  4. Material Adverse Effect a Warning Sign for Stocks

    Learn what this phrase means and how to spot it in a company's financial statements.
  5. Airbus Wins 2017 Order Race After Last-Gasp Sales Spree

    Frantic dealmaking in the closing weeks of 2017 saw Airbus overtake Boeing Co's recent lead in the global jet market to win ...
  6. Citi to Raise Pay for Women and Minorities in U.S., UK, Germany

    Citigroup Inc will increase compensation for women and minorities to bridge pay gaps in the United States, the United Kingdom ...
  1. How Life Insurance Can Provide Retirement Income

    Universal life insurance can generate tax-free retirement income. Here's how.
  2. Vanguard's Target Date Funds: What You Should Know

    Target date funds have grown in popularity as an investment of choice among 401(k) investors.
  3. Tax Documents You Should Always Keep

    It's tempting to ditch them. But make a practice of keeping this very specific group of tax papers. It can save headaches ...
  4. Section 7702

    Section 7702 of the United States Internal Revenue Code defines what the federal government considers to be life insurance ...
  5. Next Of Kin

    Next of kin is a person's closest living blood relative and may have inheritance rights as defined by state law.
  6. Financial Planner

    A financial planner is a qualified money-management professional who helps clients meet their financial goals.
  1. Only 20 Percent Of Total Bitcoins Remain To Be Mined

    As of this past weekend, 80 percent of all bitcoins have been mined. What happens to bitcoin's price?
  2. Venezuela Urges 10 Latin American Nations To Adopt Its Cryptocurrency Petro

    Venezuela wants its oil-backed cryptocurrency, the Petro, to serve as an integration currency in South America.
  3. Bitcoin Prices Stall; Tron Falters While NEO Gains

    There was not much change in cryptocurrency markets over the weekend.
  4. 3 Chipmaker Stocks Nearing Breakouts

    After a rough finish to 2017, chipmaker stocks have come back to life.
  5. Steven Mnuchin Doesn't Want Bitcoin to Become 'Swiss Bank Account'

    The Treasury Secretary said he wants to make sure digital currencies like bitcoin can't be used to money-launder.
  6. Crypto This Week: Kimchi Premiums, China's Bitcoin Miners, Valuation Dips

    It was not a happy week for cryptocurrencies as valuations fell and China and South Korea made regulatory threats.
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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