investing
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Fidelity Advantage Class: Lower Mutual Fund Costs for Large Investments
What Is Fidelity Advantage Class? Fidelity Investments, the mutual fund giant, offers cost breaks for large investments. The Advantage Class is a program that reduces expenses in return for l
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Calculate Your Average Monthly Investment Return: A Step-by-Step Guide
Investors often calculate monthly returns on their portfolios assets. When people invest money, they care about what return they will receive, either in the short or long term. Over the cours
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Mutual Fund Early Withdrawal Penalties: What to Expect
While there is no universal penalty for an early withdrawal from a mutual fund, there are circumstances wherein a mutual fund withdrawal could have financial consequences, including penalties. Dependi
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Investing in Gold in Mexico: A Comprehensive Guide
Gold Mexican Centenarios are worth much more than their 50 peso face value. The uncertainty of global currency rates, investments and economic markets makes gold a great choice for saving you
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Per Capita Consumption: Definition, Calculation & GDP Impact
Per capita consumption Consumption is commonly used in the calculation of GDP (Gross Domestic Product). GDP is an economic term that refers to the national income and output for a country'
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Understanding Adjusted Basis: A Comprehensive Guide
All investments have a cost basis that needs to be tracked -- and sometimes adjusted. Whether it is a house or shares of a company's stock, the money you initially used to purchase an ass
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Investing in Kroger Stock (KR): A Beginner's Guide
Buying Kroger stock Headquartered in Cincinnati, Ohio, and trading under the ticker symbol KR on the New York Stock Exchange, Kroger is one of the country's largest grocery stores with ov
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Understanding TTM EPS: A Comprehensive Guide to Earnings Per Share
Earnings per share (EPS) is the amount of a company's net income per share of common stock. The TTM portion of earnings per share determines a company's earnings over the previous (trailing) 1
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Calculate Net Present Value (NPV) on a TI-83 Plus: A Step-by-Step Guide
Net Present Value (NPV) is a concept used often in finance as a way to calculate the value of an asset based on the future stream of cash flows it generates. A NPV calculation can be long and difficul
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Price Weight vs. Value Weight Indices: Understanding the Differences
A stock index reflects the movement in a group of companies. Price-weight and value-weight indices are two ways to value a collection of related companies. The computation of index prices and
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Calculating Common Equity: A Comprehensive Guide
Common equity is found on the balance sheet under stockholders equity. Common equity reflects corporate ownership allotted to common shareholders. Owners of common shares can exercise voting
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Book Value of Equity: Definition & Calculation
The value of a company's stock is ultimately determined on the stock market by how much investors are willing to pay for shares. However, each stockholder is part owner of the company's net as
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Estate Asset Distribution: Understanding Stock Splits for Beneficiaries
Distributing assets to beneficiaries after death is usually a complicated procedure. Depending on the advance preparation the decedent may or may not have done, estate distribution can get caught up i
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Going Private: Understanding the Impact on Stock Prices & Companies
The decision to take a publicly traded company private makes sense for a number of reasons. Public companies must report information to the Securities and Exchange Commission, a process that is time-c
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Daily Return Calculation: Formulas & How to Measure Investment Performance
When you're investing, especially if you're a day trader, you can measure how well or how poorly you've done based on the gains or losses in your portfolio over the course of a day. But, t
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Understanding Margin Calls: A Comprehensive Guide
How to Calculate Margin Call If an investor doesn't have sufficient funds for a stock purchase, he can buy securities on the margin. Although brokerage firms do extend credit to investors
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Understanding S&P 500 Returns: A Comprehensive Guide
Prudent buying and selling points can enhance S&P 500 return. A gross (before-expenses) return on the S&P 500 over several years is annualized to provide the average return per year.
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Understanding Inflation: How It Impacts Your Money's Value
Inflation is caused by having too much money in circulation. Inflation refers to a continuous increase in the price level, which is an index of the prices of all goods in the economy. Inflati
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Calculate Average Yield: A Simple Guide for Investors
Calculating average yield Most investors want to know two things about an investment: the level of risk and the potential for return. Return (also referred to as yield for interest bearing se
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ROI Calculation: A Simple Formula for Investment Returns
Calculating return on investment using a formula Return on investment shows how much money is made on an investment compared to how much was spent on it. It is expressed as a percentage. The
investing
- Preferred Stock: Debt or Equity? Understanding the Hybrid Nature
- Withdrawing from the Stock Market: Timing, Costs & Considerations
- Calculate Net Present Value (NPV) on a TI-83 Plus: A Step-by-Step Guide
- Inventory to Total Assets Ratio: Financial Analysis & Interpretation
- Calculate Preferred Stock Cost After Tax: A Business Finance Guide
- Calculate WACC with Beta: A Step-by-Step Guide
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Boost Ecommerce Conversions: 10 Trust Signals Customers ValueIn 2020, everything was a piece of cake. Crocs. Toilet paper. Plants. Pizza. They’re all literally cake! The viral meme showing seemingly everyday objects sliced down the middle, revealing the...
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Overseas Retirement: Essential Reconnaissance Trip Planningdiv.cust...
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Chapter 13 Bankruptcy: Eligibility, Process & RequirementsWho is eligible for Chapter 13 bankruptcy? Chapter 13 bankruptcy is reserved for individuals and couples, rather than corporations and partnerships. It’s the 13th Chapter of the U.S. Bankrupt...
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Understanding Income Share Agreements: 3 Ways to RepayAs soon as the initial excitement of a new job starts to subside, new graduates face the daunting question: how to pay off that huge shadow of traditional student loan debt haunting them. With ...