Fundamental analysis and technical analysis, the major schools of thought when it comes to approaching the markets, are at opposite ends of the spectrum. Here are the differences between the two.
Saving for retirement can be intimidating, but it doesn’t have to be. These videos will walk you through different strategies and help you create a retirement plan so you can feel at ease about your financial future.
New to investing? Learn the basics of stocks, bonds, mutual funds, and more. These short explainer videos will guide you through your investment options and introduce you to investing strategies.
How to take notes of meetings: Here is a tutorial of how I write meeting notes. The simplest and most effective way to take notes of your meeting.
Brad Feld explains that managing your board and the board meeting tempo is one of your responsibilities as a CEO. You want your board members to come to the meeting prepared, understand your expectations, and expect consistency from meeting to meeting.
Tax efficiency – A financial process (set of transactions) is said to be tax-efficient if it is taxed at a lower rate than an alternative financial process that achieves the same end. An example of tax efficiency is retirement investing using a 401(k) rather than a standard brokerage account. Investing in a 401(k) is more […] More
Let’s assume the capital gains tax is 20% and the market year-on-year returns is 10%. To make $100,000 a year just from the return on investments, here is the math: Total yearly return before capital gains tax = $100,000 /(100% – 20%) = $125,000 Total amount invested = $125,000 / 10% = $1.25M So to […] More
Covid is a public health crisis that has changed all aspects of everyday life, including education, work-life balance, and most drastically, the economy. The economy has been affected in an unbalanced way. Different sectors are being impacted differently. The retail and industrial sectors have been negatively impacted. Retail because there are stay-at-home orders and stores […] More
Because if the bar is lower and they give more people positive reviews, then everyone will ask, “so… when do I get my promotion?” More
Year to date (YTD) refers to the period of time beginning the first day of the current calendar year or fiscal year up to the current date.
A V-shaped recovery refers to a type of economic recession and recovery that resembles a “V” shape in charting.
A surcharge is a fee, charge, or tax added but may not be included in the stated price of a good or service.
The run rate is a concept of how the financial performance of a company would look if current results were extrapolated into future periods.
A general ledger represents the record-keeping system for a company’s financial data with debit and credit account records validated by a trial balance.
A grandfather clause is an exemption that allows people or entities to continue with activities that were approved before the implementation of new rules.
The glass ceiling is an invisible systemic barrier that prevents women and minorities from rising to senior-level positions within an organization.
In a gig economy, temporary jobs are commonplace and companies tend to hire independent contractors and freelancers instead of full-time employees.
An earnings call is a conference call between a public company, analysts, investors, and the media to discuss the company’s financial results.
A divestiture is the disposal of a business unit through sale, exchange, closure, or bankruptcy.
Dilution occurs when a company issues new stock which results in a decrease of an existing stockholder’s ownership percentage of that company.
A credit score is a number between 300–850 that depicts a consumer’s creditworthiness. The higher the score, the better a borrower looks to potential lenders.
Coinsurance is the claim amount an insured must pay after meeting deductibles and is also the level to which an owner must protect property.
The churn rate is the percentage of subscribers who discontinue service subscriptions within a given time. Learn how to calculate customer churn rate.
Capital gain refers to an increase in a capital asset’s value and is considered to be realized when the asset is sold.
The business cycle depicts the increase and decrease in production output of goods and services in an economy.
A bubble is an economic cycle that is characterized by a rapid economic expansion followed by a contraction.
The term “brick-and-mortar” refers to a traditional business that offers its products and services to its customers in an office or store, as opposed to an online-only business.
Brand recognition is the extent to which the general public is able to identify a brand by its attributes.
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