invest
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Tactical Asset Allocation: A Guide to Dynamic Portfolio Management
Tactical asset allocation is a type of investment strategy in which an investor changes the allocation of their portfolio, depending on market conditions. This is generally considered to be a mo
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Understanding Form ADV: A Guide for Investors & Advisors
Form ADV is a form that must be filled out by any investment adviser that is doing business in the United States. This form is utilized on both the state and national level. If an adviser handle
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Understanding Housing Bubbles: Causes, Risks & How to Spot One
The term housing bubble is used to describe a period in which the housing market is expanding. The housing market tends to be cyclical. This means that it will go through periods where the deman
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Understanding Investment Farms: Passive Income Through Agriculture
An investment farm is a type of agricultural operation that is invested in by an outside source. This type of farm is generally not actually run by the investor personally. Instead, the investor
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Housing Starts: Economic Indicator & What It Means
Housing starts is an indicator often looked at in order to gauge the strength of the economy as a whole. The term housing starts refers to the number of houses that have started to be built with
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SOES: Understanding NASDAQ's Small Order Execution System
The small order execution system, or SOES, was a system that was developed by NASDAQ in order to help individual traders. With this system, individual traders could place orders on stocks even i
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Understanding Tracking Stock: A Guide for Investors
A tracking stock differs from a traditional stock because it does not reflect the performance and financial condition of the entire company. A tracking stock is a special type of security that i
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Safety Stock: Minimize Stockouts & Ensure Business Continuity
Safety stock refers to the extra amount of inventories or materials that companies must maintain primarily to avoid a situation known as stockout. A stockout basically means running out of inven
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Understanding the Balance Sheet & Income Statement: A Comprehensive Guide
Balance sheets and income statements are two forms of financial information a company prepares annually, quarterly or even more frequently. They both measure performance over a given period of t
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Leasebacks Explained: A Comprehensive Guide for Property Owners
Leasebacks are generally real estate or property agreements whereby an owner sells a property to a new owner but immediately leases it back from that owner. This is a common strategy for an owne
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Understanding Economic Derivatives: A Comprehensive Guide
Economic derivatives are fairly new to the market as of 2002. They are contracts based on an underlying asset that is actually an economic indicator, not an asset at all. For example, an economi
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Energy Derivatives Explained: Contracts on Oil, Gas & Renewable Energy
An energy derivative is a contract based on an underlying asset in the field of energy, including oil, natural gas, coal or alternative energies. A derivative is a contract, either between two p
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Forward Freight Agreements: Protect Your Shipping Costs
A forward freight agreement is a derivative based on the cost of a shipment of freight in a given period. Companies that trade freight internationally know the market is subject to large fluctua
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Golden Handcuffs: Understanding Employee Loyalty Incentives
Golden handcuffs refers to loyalty incentives for employees. After an employee has worked at a company for a certain amount of time, the company may fear a competitor will attempt to lure the em
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One-Touch Options: Definition, How They Work & Investor Implications
A one touch option is a specific contract that pays out only if a strike price is met prior to the options expiration. When the option is executed, no shares trade hands, and the only loser is t
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LLC Operating Agreement: A Comprehensive Guide for Business Owners
A limited liability company (LLC) operating agreement is the governing document for your business. Its used to list the owners and the shares they own, and sets out the rules for how the LLC wil
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Wash Sale Rule: Understanding Tax Implications and Strategies
A wash sale is what happens when an investor sells a security at a loss and buys a similar or identical security either 30 days before or 30 days after the sale. Normally, the investor
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Find a Qualified Financial Planner: 4 Essential Tips
Working with a certified financial planner can have a dramatic effect on your life and finances. A good financial planner can assist you in working through your financial difficulties and help y
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Find the Right Financial Advisor: A Comprehensive Guide
Placing your money into the hands of a financial investment advisor is an act of trust. It can be a long-lasting relationship that may determine the future of your financial stability. Consideri
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Investment Consultant: What They Do & How to Find One
An investment consultant provides investment advice in exchange for payment. Consultants are required to register with the Securities Exchange Commission (SEC) because they advise clients with
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REITs in Hotels: Navigating Interest Rate Shifts & Market GrowthReal estate investment trusts are in a sweet spot. The Federal Reserve cut short-term interest rates over the summer and hinted that more cuts were to come. That helps real estate companies that benef...
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Retirement Planning for Millennials: Start Investing EarlyThe key to living your best life in your golden years is to begin investing early according to the author of “Everyday Millionaires” Chris Hogan. However according to Charles Schwa...
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20 Life Lessons for Financial Success: Build Better HabitsDid you know that many of our most important life lessons can teach us a thing or two about how to also handle our money? That’s right! Many of the principles that we l...
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Reclaim Your Time: 14 Effective Tips to Reduce Phone UsageDo you know how much time per day you spend on your phone? If the data is correct, it’s probably a lot. Data from a global tech care company found that Americans check t...