invest
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Arms Index (TRIN): Understanding Short-Term Market Sentiment
The Arms Index, also known as the Short-Term Trading Index (TRIN), refers to a short-term technical analysis trading indicator that compares the number of advancing and declining stocks issues with th
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Arbitrageurs: Understanding Market Inefficiencies & Profit Opportunities
An arbitrageur is an individual who earns profits by taking advantage of inefficiencies in financial marketsNew York Stock Exchange (NYSE)The New York Stock Exchange (NYSE) is the largest securities e
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Arbitrage Explained: Understanding and Capitalizing on Price Differences
Arbitrage is the strategy of taking advantage of price differences in different markets for the same assetTypes of AssetsCommon types of assets include current, non-current, physical, intangible, oper
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Understanding Anti-Dilution Provisions: Protecting Investor Equity
Anti-dilution provisions are clauses that allow investors the right to maintain their ownership percentages in the event that new shares are issued. They are rights that are usually associated with pr
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Annuity Tables: Understanding Present & Future Value
An annuity table is a method that helps in understanding the worth of an annuity. It calculates the present value and future value of the annuity, considering the value and the time period of the inve
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Annualized Rate of Return: Definition & Calculation
Annualized rate of return is a way of calculating investment returns on an annual basis. As we invest, we often want to know how much we are earning from our investments. When we calculate our investm
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Annualization Explained: Calculating Annual Rates & Returns
To annualize is to convert a short-term or partial period result into an annual basis. Annualization is helpful when comparing the returns of two or more investments or if a borrower wants to know how
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Understanding Annual Turnover: A Key Fund Performance Metric
Annual turnover is a measurement to describe a fund’s annual trading activity. It is a percentage used to demonstrate how many holdings a mutual fundMutual FundsA mutual fund is a pool of money
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Annual Return: Definition, Calculation & Understanding
The annual return is the return on an investment generated over a year and calculated as a percentage of the initial amount of investment. If the return is positive (negative), it is considered a gain
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Anchoring Bias: Understanding How First Impressions Influence Decisions
Anchoring bias occurs when people rely too much on pre-existing information or the first information they find when making decisions. For example, if you first see a T-shirt that costs $1,200 –
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Understanding Analyst Recommendations: Investment Insights & Advice
Analyst recommendations are recommendations and advice given by financial analysts and investment researchers to their clients with regards to what assets to invest in and what assets not to invest in
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Amortized Bonds: Understanding Principal Repayment
An amortized bond is a bond with the principal amount – otherwise known as face value –regularly paid down over the life of the bond. The bond’s principal is divided up according to
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Understanding Amortizable Bond Premiums: A Comprehensive Guide
An amortizable bond premium refers to the excess amount paid for a bond over its face value or par valuePar ValuePar Value is the nominal or face value of a bond, or stock, or coupon as indicated on a
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American, European, & Bermudan Options: A Comprehensive Comparison
There are different types of options that differ in terms of their exercise restrictions. The three basic types are American, European, and Bermudan options. Let’s explore American vs European v
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American Stock Exchange (AMEX): History, Overview & Key Facts
The American Stock Exchange (AMEX) started operations in 1908 as the New York Curb Market Agency. The AMEX was originally composed of traders and brokers that would get together to buy and sell stocks
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American Depositary Shares (ADS): A Comprehensive Guide
Before we take a look at American Depositary Shares, we first need to understand the concept of American Depositary Receipts (ADR). The first ADR was introduced by J.P. Morgan back in 1927 for the Bri
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Understanding American Depositary Receipts (ADRs): A Comprehensive Guide
American Depositary Receipts (ADR) are negotiable security instruments that are issued by a US bankTop Banks in the USAAccording to the US Federal Deposit Insurance Corporation, there were 6,799
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Alternative Trading Systems (ATS): Definition & Key Features
An Alternative Trading System (ATS) is a trading venue that matches buyers and sellers for transactions. What is unique about it is that it is not regulated as an exchange like traditional stock excha
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AIM Explained: Investing in High-Growth Companies on the London Stock Exchange
The Alternative Investment Market (AIM) was launched on June 19, 1995 as a sub-exchange market of the London Stock Exchange (LSE). The market was designed to help small, high-growth companies that are
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Allotment Explained: Resource & Equity Distribution in Business
The term allotment, in business, refers to the structured and systematic distribution of the business’ resources. Commonly, the term allotment is used in the context of equity distribution in fi
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- Advisor Fees vs. Commissions: Understanding Brokerage Costs
- Investing During Market Corrections: Opportunities for Long-Term Growth
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- Wealthsimple Lunch & Learn: Empowering Your Team with Financial Literacy
- Funding Your Investment Portfolio: Strategies for Small Investors
- Floating Rate Funds: Understanding & Investing in Variable Interest Rates
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Self-Employed Retirement Plans: Maximize Savings & Secure Your Future
Retirement plans for the self-employed range from the good to the outrageously good, and can allow you to save much more than you ever could with a traditional employer plan. A well-chosen retirement...
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After Hours Trading Explained: A Comprehensive GuideAfter hours trading refers to the time outside regular trading hours when an investor can buy and sell securities. The main exchanges in the United States, NASDAQ and NYSENew York Stock Exchange (NYSE...
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Understanding Debt Collection: Your Rights & What to ExpectIn late 2007, as the consumer credit crisis grew, credit giant Citigroup announced losses of over $5 billion. See more debt pictures. They break your thumbs if you don’t pay. They’re annoying...
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Home Budgeting 101: A Simple Guide to Financial ControlBrief Definition of a Home Budget A home budget can help you live within your means, track expenses and see where your money goes every week, month or year. A spreadsheet program is helpful f...