Stock basis
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Voting Trusts Explained: A Guide for Investors
A voting trust is a device that can be utilized by shareholders of a stock. Here are the basics of the voting trust and what it means to you as an investor. The Voting Trust A voting trust is a
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Understanding Class B Shares: Investor Implications
When trading stocks, you will sometimes come across Class B shares. As an investor, you need to understand the difference between Class A and Class B shares and how they can affect you in the lo
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Identifying High-Potential Story Stocks: 3 Key Indicators
A story stock is one that investors choose because of the story behind it instead of actual fundamental analysis. Many times, investors are lured in to investing in a particular stock because of
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Maintenance Margin Explained: A Guide for Stock Investors
Understanding maintenance margin is critical to many stock investors. Here are the basics of maintenance margin and how it is used in the stock market. Maintenance Margin Maintenance margin is s
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Short Covering Explained: A Guide for Investors
Short covering is an action that many investors will utilize to help their investment positions. Here are the basics of short covering and what it means to you as an investor. Short Covering Sho
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Understanding Franking Credits: A Guide for U.S. Investors
Franking credits are a system of tax credits popular in advanced economies without a standardized capital gains tax system. Notably, Australia uses the system for dividends paid out to investors
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Franking Credit: Understanding & Preventing Double Taxation (Australia & New Zealand)
The franking credit is a device used to prevent double taxation on corporate dividends. Here are the basics of the franking credit and how it works. The Franking Credit Currently (as of early 20
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Bearer Shares: Understanding Ownership and Investor Implications
The bearer share is a type of stock that is handled differently from the majority of stocks in the market. Here are the basics of the bearer share and how it can affect you as an investor. The B
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Authorized vs. Issued Stock: Understanding the Key Difference
Understanding the difference between authorized stock and issued stock is critical for investors. Here are the basics of authorized and issued stocks. Authorized Stock When a company decide
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Understanding Qualified Dividends: Tax Benefits & 2024 Updates
Qualified dividends are dividends that are subject to lower tax rates than ordinary dividends because they fit certain specific criteria under the US Internal Revenue Code (or as its more popula
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Understanding Distressed Securities: Risks and Opportunities
Distressed securities represent a very high-risk investment in the market. Here are the basics of distressed securities and why some people choose to invest in them. Distressed Securities A
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Bull CD: Understanding Market-Linked Certificates of Deposit
The bull CD is a unique type of investment that provides security as well as market risk. Here are the basics of the bull CD and how it can benefit you as an investor. The Bull CD The bull
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Enhanced Indexing: A Hybrid Investment Strategy Explained
Enhanced indexing is a hybrid investment management strategy that attempts to gain the benefits of both passive management and active management. Index funds are designed to track the market as
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Ordinary Dividends: A Beginner's Guide to Stock Income
Understanding the importance of ordinary dividends is one of the most critical aspects of stock trading. Here are the basics of ordinary dividends and what they can do for you as an investor. Or
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Accelerated Share Repurchase (ASR): A Comprehensive Guide
The accelerated share repurchase is a method that a company will use in order to buy back shares of their own stock. Here are the basics of the accelerated share repurchase and how it works. Acc
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Covered Warrants Explained: A Beginner's Guide for Stock Traders
When you are involved in stock trading, you might come across the term covered warrant. Here are the basics of a covered warrant and what it means to you as an investor. Covered Warrant The cove
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Formula Investing Strategies: 3 Popular Approaches
Formula investing is a method of investment that tries to eliminate guesswork. This method provides you with an easy to follow formula for your investments. There are many different styles of fo
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Understanding Stock Selling Groups: IPOs & Initial Offerings
The selling group is a term that is used when a stock is initially being offered to the public. Here are the basics of a selling group and what it entails. Selling Group The selling group is the
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Understanding Board Lots in Stock Trading: A Comprehensive Guide
A board lot is a unit of shares that is often utilized by a stock exchange. If you are a stock trader, you need to understand the concept of board lots and how they work. Board Lot A board lot i
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Understanding the Utilities Sector: Investment Benefits & Considerations
Investing in the utilities sector can provide you with several benefits. However, in order to benefit from this type of investment, you need to understand the intricacies of the sector. Here are
Stock basis
- Understanding Stock Dividends and Stock Splits: A Comprehensive Guide
- FIFO Inventory Valuation: Understanding the First-In, First-Out Method
- Green Investing: A Comprehensive Guide for Investors
- Top Stock Market Investing Books: Insights from Successful Investors
- Avoid Costly Errors: 4 Common Mistakes in Online Day Trading
- Legitimate Uses of Off-Balance Sheet Financing: Benefits & Strategies
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Student Loan Debt & Forgiveness: What to Expect from 2020 Presidential CandidatesAs the 2020 presidential election approaches, people with student loan debt are paying closer attention to where Democratic candidates stand regarding the student loan crisis. According to CNBCR...
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Understanding Debt: Types, Impact & How to Manage ItDebt is an uncomfortable subject. Discussing our personal finances is somewhat taboo and acknowledging our debt can induce anxiety. According to Debt.org, American debt hit a record high of $13.2 tril...
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Choosing the Right Savings Account: A Comprehensive GuideA savings account is a secure place to store your money that earns a small percentage of interest annually while your funds grow towards your long-term financial goals. Everyone’s saving...
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Top Budget Templates & Tools for Financial SuccessA budget is a critical piece of any successful financial picture. Without a budget, it hard to know where you stand financially. Even if you have a healthy emergency fun...