invest
-
Understanding Contango: Futures Market Definition & Carry Risk
Contango occurs when the futures market is priced higher than the spot market. When this scenario arises the futures price decrease to the spot price at time of delivery. This differential can b
-
Understanding House Stock: Definition & Brokerage Strategies
House stock is the term that is used for the stock that a brokerage is focused on promoting and keep in inventory. The leadership of the firm may instruct the employed brokers to try to encourag
-
ESOPs: Benefits & Drawbacks for Companies, Owners & Employees
An employee stock ownership plan, often referred to as an ESOP, offers both pros and cons to the companies that have them, the business owners who sell to the ESOP and the employees that partici
-
Quantitative Investing: Benefits, Risks & How It Works
Quantitative investing is an investment technique that utilizes advanced computer models in order to identify trading opportunities in the financial markets. This type of investment regularly ta
-
ESOP: Understanding Employee Stock Ownership Plans - Benefits & How They Work
An employee stock ownership plan or ESOP is a type of benefit plan that businesses can set up for their employees in order to provide them with stock. This type of plan has several unique featur
-
Unified Managed Accounts: Definition & Benefits | [Your Company Name]
A unified managed account is a private investment account that is professional managed and combines a number of different assets. Normally, a diversified financial portfolio would need separate
-
SEC Regulation D: Private Placement Rules for Small Businesses
The SEC added Regulation D under the Securities Act of 1933. The purpose of this regulation is to allow small, private companies the advantage of offering equity without listing on the public ma
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
invest
- CFP® Certified Financial Planner: Is One Right for You?
- Robo Advisors: Benefits & Drawbacks - A Comprehensive Guide
- Researching Socially Responsible Investments: A Comprehensive Guide
- Vanguard ETFs: A Comprehensive Guide to Index-Tracking Investments
- Understanding Home Bias in Investing: A Comprehensive Guide
- Understanding Self-Serving Bias in Finance: Definition & Impact
-
Capital Adequacy Ratio (CAR): Understanding Bank Financial HealthThe Capital Adequacy Ratio set standards for banksBanking (Sell-Side) CareersThe banks, also known as Dealers or collectively as the Sell-Side, offer a wide range of roles like investment banking, equ...
-
Auto Insurance Claim Mistakes: Avoid Losing Money & Maximize PayoutsTaking the wrong steps could cause you to leave money on the table. (iStock) Car insurance can be expensive, with an average monthly premium of $129, according to the insurance comparison website The ...
-
Website Marketing: A Beginner's Guide to Driving Leads & GrowthOften the best weapon in your marketing arsenal i...
-
Marijuana Legalization: The Regulatory Challenges AheadCongress continues to resist decriminalizing marijuana even as a popular crusade to legalize its use state by state may soon mean almost a quarter of Americans ...