Active vs. Passive Investing: An Overview Whenever there’s a discussion about active or passive investing, it can pretty quickly turn into a heated debate because investors and wealth managers tend to strongly favor one...
In this article FOUN Traders on the floor of the NYSE, June 8, 2022. Source: NYSE SPACs are known to be a roundabout investment vehicle to take private companies public. Not this one. Bull Horn Holdings...
When it comes to conservative investments, nothing says the safety of principal like Treasury securities. These instruments have stood for decades as a bastion of safety in the turbulence of the investment markets—the last...
If you participate in a 401(k) plan at work, your employer is required to provide you with a summary annual report (SAR) each year. While perhaps not the most exciting reading, it contains important...
At its most basic level, inflation is a general increase in prices across the economy and is well-known to all of us. After all, who among us has not reminisced about cheap rents of...
You can work really hard to put aside money from your paycheck to pay off your student loans, but you can also shop your way to student loan payments. One way is by utilizing...
In this article WDAY DHR COP NVDA MRVL Workday co-founders and co-CEOs Aneel Bhusri (left) and Dave Duffield (center) applaud their company’s first trade after their IPO at the New York Stock Exchange on...
What Is a Private Foundation? Like public charities, private foundations are defined under section 501(c)(3) of the Internal Revenue Code (IRC), which grants tax-exempt status. In fact, “private foundation” is the default status given...
Yes, you can invest in a master limited partnership (MLP) for your Roth individual retirement account (IRA), but you’ll need to be aware of the special tax rules on these investments. The rules become...
There’s a lot to consider when renting a house or an apartment. While a variety of personal factors go into signing a lease—ranging from the regularity of your cash flow to the urgency of...
Chase Coleman, founder of Tiger Global Management LLC Amanda L. Gordon | Bloomberg | Getty Images Chase Coleman’s Tiger Global Management suffered huge losses in May amid a tech-driven sell-off, making the hedge fund’s...
Banks offer a variety of options for our everyday banking needs and to help us save. While one option—the checking account—gives us the ability to make deposits, multiple cash withdrawals, make purchases, write checks,...
In this article MS Countries like the U.S. and U.K. are grappling with inflation that has risen to multi-year highs as the Ukraine war has caused energy prices to spike and food prices to...
Fidelity and Robinhood are fundamentally different in that Fidelity is an established, full service brokerage firm and Robinhood is a newer player that has received a lot of publicity, both good and bad. Fidelity...
There’s more to a business than furnishings and office space. Especially in the early stages, startup costs require careful planning and meticulous accounting. Many new businesses neglect this process, relying instead on a flood...
Both moral hazard and adverse selection are used in economics, risk management, and insurance to describe situations where one party is at a disadvantage as a result of another party’s behavior. Moral hazard occurs...
While having a basic understanding of economic theory isn’t perceived as being as important as balancing a household budget or learning how to drive a car, the forces that underpin the study of economics impact...
Standard of Living vs. Quality of Life: An Overview Standard of living refers to the level of wealth, comfort, material goods, and necessities available to a certain socioeconomic class or geographic area. Quality of life,...
Interactive Brokers (aka “IBKR”) and E*TRADE are full-service online brokers that have been around for decades. IBKR boasts low costs, excellent trading tools, superior trade execution, and a vast lineup of trading assets. E*TRADE...
As of today, September 29, 2021, the 15-year fixed mortgage rate is 2.48% and the 15-year jumbo mortgage rate is 3.01%. These rates are not the teaser rates you may see advertised online and...
Internal Revenue Service (IRS) Tax Form 8606, Nondeductible IRAs, has become increasingly important thanks to the popularity of Roth individual retirement accounts (Roth IRAs) and the rollover eligibility of after-tax assets from qualified plans...
Life insurance is a financial product that provides a lump sum cash payment, known as the death benefit when the insured passes away. Life insurance aims to mute any financial hardship that may arise...
Sam Bankman-Fried, CEO of cryptocurrency exchange FTX, at the Bitcoin 2021 conference in Miami, Florida, on June 5, 2021. Eva Marie Uzcategui | Bloomberg | Getty Images FTX has been on the hunt to...
Inflation is a measure of the rate of rising prices of goods and services in an economy. If inflation is occurring, leading to higher prices for basic necessities such as food, it can have...
What Is the Cash Conversion Cycle (CCC)? The cash conversion cycle (CCC) is one of several measures of management effectiveness. It measures how fast a company can convert cash on hand into even more...
If you own a home, you probably know that a portion of what you pay the lender each month goes toward the original loan amount while some gets applied to the interest. But figuring...
(Click here to subscribe to the Delivering Alpha newsletter.) For the last two decades, Bruce Flatt has been the CEO of Brookfield Asset Management, growing it to become the second-largest alternatives firm in the world. He...
Sam Bankman-Fried, CEO of FTX US Derivatives, testifies during the House Agriculture Committee hearing titled Changing Market Roles: The FTX Proposal and Trends in New Clearinghouse Models, in Longworth Building on Thursday, May 12,...
Investors are always seeking ways to compare the value of stocks. The price-to-sales ratio utilizes a company’s market capitalization and revenue to determine whether the stock is valued properly. How the Price-To-Sales Ratio Works...
In this article @RB.1 @CL.1 A sign displays gas prices at a gas station on May 10, 2022 in San Mateo County, California. Liu Guanguan | China News Service | Getty Images The surge...
Gabe Plotkin, chief investment officer and portfolio manager of Melvin Capital Management LP, speaks during the Sohn Investment Conference in New York, May 6, 2019. Alex Flynn | Bloomberg | Getty Images Melvin Capital...
Under certain infrequent circumstances, a stock will trade for less than the amount of net cash per share on the company’s balance sheet. Net cash per share is defined as cash and equivalents minus...
In this article BRK.A Berkshire Hathaway Chairman and CEO Warren Buffett. Andrew Harnik | AP Citigroup shares got a boost from Warren Buffett who just disclosed a big stake in the struggling bank. The...
The financial crisis of 2007-2008 was years in the making. By the summer of 2007, financial markets around the world were showing signs that the reckoning was overdue for a years-long binge on cheap...
In this article BRK.A PARA In this photo illustration, Paramount+ (Paramount Plus) logo is seen on a smartphone against its website in the background. Pavlo Gonchar | SOPA Images | LightRocket | Getty Images...
Whatever your vision for retirement, you have to consider whether or not you will continue to live in your current home. Some retirees downsize from a house once full of kids. Others want to...
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