invest
-
Robo-Advisors: A Comprehensive Guide to Automated Investment Management
Robo-advisors are online investment management services that employ mathematical algorithms to provide financial advice with minimal human intervention. They use their algorithms to manage and allocat
-
Understanding Risk Tolerance: A Guide for Investors
Risk tolerance refers to the amount of loss an investor is prepared to handle while making an investment decision. Several factors determine the level of risk an investor can afford to take. &nbs
-
REIT Investing Risks: Understanding Potential Downsides
In this article, learn about the different risk factors of investing in REITs. Real estate investment trusts (REITs) refer to investment equities that investors invest in to increase the returns on th
-
Understanding Risk and Return in Investing
In investing, risk and return are highly correlated. Increased potential returns on investment usually go hand-in-hand with increased risk. Different types of risks include project-specific
-
Understanding Rising Star Companies in Debt Capital Markets
A Rising Star is a business or a company that is relatively new to the debt capital markets, with little or no history of debt repaymentDebt ScheduleA debt schedule lays out all of the debt a business
-
Rho (Finance): Understanding Interest Rate Sensitivity of Options
In finance, rho is a metric used to determine how sensitive an option is to risk-free interest rate changes. Arguably the least important and least used of the Greek option metricsOption GreeksOption
-
Reverse Stock Split Explained: What It Is & How It Works
A reverse stock split, as opposed to a stock split, is a reduction in the number of a company’s outstanding shares in the market. It is typically based on a predetermined ratio. For example, a 2
-
Reverse Convertible Notes (RCNs): A Comprehensive Guide
A Reverse Convertible Note (RCN) is a short-term investment option that can be very helpful to investors suffering from some cash flow problems. RCNs are securitiesMarketable SecuritiesMarketable secu
-
Reverse Cash and Carry Arbitrage: A Comprehensive Guide
Reverse cash and carry arbitrage is the inverse of the cash and carry arbitrage commodity trading strategy. Like cash and carry arbitrage, it is a market-neutral strategy that seeks to take advantage
-
Revenue-Based Financing: A Comprehensive Guide
Revenue-based financing, also known as royalty-based financing, is a type of capital-raising method in which investors agree to provide capital to a company in exchange for a certain percentage of the
-
Revenue Bonds: A Comprehensive Guide for Investors
A revenue bond is a type of municipal bond in which the repayment of the obligation is primarily guaranteed by the operating revenuesRevenueRevenue is the value of all sales of goods and services reco
-
Retired Shares: Definition, Impact & Accounting Methods
Retired shares are shares that are repurchased and canceled by a company. They don’t possess any financial value and are void of ownership in the company. SummaryRetired shares are sh
-
Restricted Stock Lists: Understanding Employee Trading Restrictions
A Restricted List is a list of securities that a bank’s employees are prohibited from buying or selling, either themselves or via any other person or third party. When are stocks placed on
-
Understanding Resistance Lines in Technical Analysis
A Resistance line, sometimes also known as a Speed Line, helps identify stockStockWhat is a stock? An individual who owns stock in a company is called a shareholder and is eligible to claim part of th
-
Understanding the Required Rate of Return: A Key Finance Concept
The required rate of return (hurdle rate) is the minimum return that an investor is expecting to receive for their investment. Essentially, the required rate is the minimum acceptable compensation for
-
Representativeness Heuristic: Understanding Cognitive Bias in Investing
Representativeness heuristic bias occurs when the similarity of objects or events confuses people’s thinking regarding the probability of an outcome. People frequently make the mistake of believ
-
Relative Strength Index (RSI): A Comprehensive Guide
The Relative Strength Index (RSI) is one of the most popular and widely used momentum oscillators. It was originally developed by the famed mechanical engineer turned technical analyst, J. Welles Wild
-
Relative Price Strength (RPS): A Technical Analysis Guide
Relative price strength (RPS), also known as relative strength, is the ratio between the price trend of a stock price compared to the price trend of the market. RPS is commonly used in technical analy
-
Random Walk Theory Explained: Understanding Market Price Movements
The Random Walk Theory, or the Random Walk Hypothesis, is a mathematical modelTypes of Financial ModelsThe most common types of financial models include: 3 statement model, DCF model, M&A model, L
-
Understanding Stock Rallies: Definition & What Causes Them
A rally refers to a period of continuous increase in the prices of stocks, indexes or bondsBondsBonds are fixed-income securities that are issued by corporations and governments to raise capital. The
invest
- Negative Gearing Explained: Understanding Investment Losses & Tax Benefits
- Energy Market Update: Bank Earnings & Stock Market Performance
- National Investment Club (NAIC): Resources & Investment Guidance
- Millennial Investing Mistakes: Avoid Costly Errors & Build Wealth
- Protecting College Savings During Economic Uncertainty: 5 Strategies
- Market Recovery: Global Equity Markets Finish November Positive After Correction
-
Grocery Savings Guide: Smart Strategies to Reduce Food CostsWhen prices on everyday food and household goods rise, we all look for ways to cut expenses as we wander up and down the aisles. A recent survey showed a variety of price increases in product categori...
-
Maximize Your Amazon Prime: 4 Essential PurchasesIs Amazon Prime worth it for you, to...
-
IRC Section 382: Understanding Tax Loss Carryforwards After Ownership ChangesThe IRC 382 lays down the guidelines for the amount of taxable income that can be offset by historical losses, known as a Tax Loss Carry FowardNOL Tax Loss CarryforwardA Net Operating Loss (NOL) or Ta...
-
Hiring a Contractor: 8 Essential Questions to Askdiv.cust...