Stock basis
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SOFR: Understanding the Secured Overnight Financing Rate
What Is the Secured Overnight Financing Rate (SOFR)? The secured overnight financing rate (SOFR) is a benchmark interest rate for dollar-denominated derivatives and loans that is replacing the
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LUPA Stocks: Understanding the PAUL Stocks & Their Performance
What Are LUPA Stocks? LUPA stocks are a nickname for four companies that were born in the mobile app generation. Also referred to as the PAUL stocks, they include Lyft, Uber, Pinterest, and Air
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Stocks & Bonds: A Beginner's Guide to Essential Investments
By far, stocks and bonds are two of the most prolific types of securities available on the market. They are basic staples of both small and large investors the world over. But with a myriad of
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Understanding Stock Market Investing: Benefits and Advantages
Why do so many investors choose to risk their money in the stock market? There are many other investment vehicles out there, including real estate, precious metals, rare artwork and the like, all
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Understanding Derivatives: A Guide to Financial Risk Management
A derivative is a financial instrument which is derived, or developed from, from an underlying asset. Its main use is to either remove risk from or take on risk of a particular market position.
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Understanding Futures Contracts: A Comprehensive Guide
Part 2: Futures ContractsThe first article of this series illustrated the basics of forward contracts. In this article we will discuss futures contracts and the differences between the two. A
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Understanding Forward Contracts: A Comprehensive Guide (Part 1)
Part 1: Forward ContractsA forward contract is a private contract between a buyer and a seller in which the buyer agrees to buy and the seller agrees to sell a specific quantity of a certain secu
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Understanding Stock Shorting: A Guide for Investors
Most investors focus their attention on finding stocks that will go up in value. However, it’s just as possible to make money from stocks whose values are declining. In order to profit fr
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Understanding Preferred Stock: Characteristics & Investor Insights
Preferred stock is a specific type of stock which has very different characteristics from common stock. Like common stock, proceeds from the sale of preferred stock are recorded by the company o
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Understanding Common Stock: Types & Investment Strategies
Part 2: Types of Common StocksIn Part 1 of Common Stock, we saw that stock represents an equity share, or ownership, in a company. We also discussed some of the advantages and disadvantages of o
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Common Stock: Benefits & Drawbacks Explained
Part 1: Advantages and DisadvantagesEvery share of common stock represents a proportional ownership, or equity, in a company. If a company has only one share of common stock and an investor owns
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Direct Stock Purchase Plans: A Comprehensive Guide
There are currently hundreds of companies that offer direct stock-purchasing plans. Also known as no-load stocks, most of them are available from large, established and well-known companies. In
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Understanding Stock Types: A Guide for Investors
There are many different types of stocks in which you can invest based upon your financial position, your appetite for risk and your investment goals. In order to determine in which typ
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Understanding Stock Price Fluctuations: A Comprehensive Guide
Its a fairly straightforward connection to make that stock prices are somehow related to a companys earnings. But exactly what makes stock prices move, and how? Its important to understand the
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Stocks & Bonds: A Beginner's Guide to Investment Securities
Stocks and bonds are two of the most common investment securities available. They, along with mutual funds, are generally considered to be staples of a well-diversified, solid investment portfol
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Dividend Reinvestment Plans (DRIPs): Grow Your Investments with Small Amounts
If youve read the article Dividends and Dividend Investing, you probably agree that the process seems to make good sense. But as is the case with so many investment instruments, youre may also b
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Understanding Dividends & Dividend Investing Strategies
A dividend is a profit distribution paid by a company to its shareholders. The profits may originate from normal company operations or from the organizations investment activities. The companys
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Stock Picking Methods for Beginners: A Comprehensive Overview
Generally, there are five basic methods that the investing public uses to identify and purchase the stocks they buy. This is not to imply that any particular investor employs more than one or tw
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Understanding Guaranteed Investment Contracts (GICs): A Safe Investment Option
Guaranteed investment contracts are similar to certificates of deposit that can be purchased at banks; however, they are sold by insurance companies. Like money market funds, theyre very safe in
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Understanding Cash Equivalents: A Comprehensive Guide
Cash equivalents are any investment that can easily be turned into cash (without losing much, if any, in the conversion process due to fees, etc.) Any fixed-income investment that matures in
Stock basis
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- Understanding Dividend Per Share: A Comprehensive Guide
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Assets vs. Liabilities: Understanding the Key to Wealth BuildingIf you want to take control of your finances, start with the basics—knowing the difference between assets and liabilities. One builds wealth. The other chips away at it. This simple distinction aff...
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Secure Your Future: Why Retirement Savings in Your 20s is CrucialIt can be extremely difficult to motivate yourself to save for retirement when you’re in your twenties. If you plan on retiring in your 60s, you’ve got 40 years to save — but you have nights out, vaca...
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Fourth Stimulus Check: Economic Outlook & Likelihood of Further ReliefWill there be a follow-up stimulus c...
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7 Proven Money Management Tips for Financial HealthBy Eric Reyes Having financial problems can cause a lot of stress. In fact, it’s often a source of many health problems that arise because of anxiety related to debt and money woes. Unfortunat...