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Investing

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Mutual Funds & ETFs

  1. Investor Shares

    Investor shares are mutual fund shares structured for investment by individual investors.

  2. Cyclical Risk

    Cyclical risk is the risk of business cycles or other economic cycles adversely affecting the returns of an investment, an ...

  3. Series 52

    The Series 52 is a certification that qualifies a financial professional to transact municipal securities.

  4. SEC Form N-1A

    SEC Form N-1A is the registration form for open-end management companies.

  5. Closed-End Management Company

    A closed-end management company is an investment company that manages closed-end mutual funds and sells a limited number ...

  6. The Case for Convertibles in 2018

    Investors still face the challenge of finding income in this market. We discuss the role convertible bonds can play.
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Investing Strategy

  1. The Interest-Only Retirement: Can It Be Done?

    Spending investment interest in retirement can be a viable strategy, but it won't work for everyone.

  2. Underwriter Syndicate

    An underwriter syndicate is a temporary group of investment banks and broker-dealers who come together to sell offerings ...

  3. Online-to-Offline Commerce

    Online-to-Offline Commerce is a business strategy that draws potential customers from online channels to make purchases in ...

  4. Passive Income

    A Passive income is earnings derived from a rental property, limited partnership or other enterprise in which a person is ...

  5. Pot Stock Winners of the Week

    The top movers this week were dominated by Canadian medical marijuana companies.

  6. 3 Vital Economic Themes for 2018

    Amid the seemingly endless noise that poses as news, we focus in on three of the most critical themes that investors need ...
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Automated Investing

  1. How Financial Advisors Can Adjust to Robo-advisors

    Advisors wary of robo-advisors should consider cutting their fees, being more tech-savvy and providing more specialized and ...

  2. Robo-Advisor (Robo-Adviser)

    Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no ...

  3. Schwab's New Robo-Advisor

    Schwab may not be the first company to offer a robo-advisor, but it's sure to make a big splash. Here's what it'll look like.

  4. What's the Best Robo-Advisor?

    Which robo-advisor is right for you? There are many factors to consider, including the breadth of services, ease of use and ...

  5. Robo-Advisors and a Human Touch: Better Together?

    Combining the services of traditional advisors and robo-advisors can offer the best of both worlds. But where does one start ...

  6. How to Evaluate a Robo-advisor (SCHW)

    With the addition of robo-advisors, investors have a variety of new choices when it comes to how they find help in managing ...
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Bonds & Fixed Income

  1. Underwriter Syndicate

    An underwriter syndicate is a temporary group of investment banks and broker-dealers who come together to sell offerings ...

  2. Subordinated Debt

    Subordinated Debt is a loan or security that ranks below other loans or securities with regard to claims on assets or earnings. ...

  3. The Case for Convertibles in 2018

    Investors still face the challenge of finding income in this market. We discuss the role convertible bonds can play.

  4. The 2018 Bond Market: This Time Things are Different. Kind of.

    We sum up our thoughts on the bond market and give predictions for the year ahead. Which way will the market go?

  5. Learn to Invest in 10 Steps

    Want to invest but don't know where to start? Learn how to make your money work for you with these tips.

  6. Advisors: How to Put Bond ETF Dollars To Work

    The first few days of the year have been marked by strong investor demand for ETFs, including U.S. bond ETFs. Here's what ...
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Videos

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Financial Analysis

  1. Business Segment Reporting

    Business segment reporting breaks out a company's financial data by company divisions, subsidiaries or other segments.

  2. Discounts For Lack Of Marketability - DLOM

    For noncontrolling, nonmarketable ownership interest, a discount for lack of marketability is often applied to security and ...

  3. Cash Earnings Per Share - Cash EPS

    Cash earnings per share is a more conservative alternative to basic earnings per share used to assess per share financial ...

  4. Earnings Estimate

    An earnings estimate is an analyst's estimate for a company's future quarterly or annual earnings per share.

  5. Down-Market Capture Ratio

    The down-market capture ratio is a statistical measure of an investment manager's overall performance in down-markets.

  6. Underwriter Syndicate

    An underwriter syndicate is a temporary group of investment banks and broker-dealers who come together to sell offerings ...
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Economics

  1. Underwriter Syndicate

    An underwriter syndicate is a temporary group of investment banks and broker-dealers who come together to sell offerings ...

  2. Tombstone

    A tombstone is a written advertisement placed by investment bankers in a public offering of a security that provides basic ...

  3. Probable Maximum Loss (PML)

    Probable Maximum Loss (PML) is the maximum loss that an insurer would be expected to incur on a policy.

  4. Loss Adjustment Expense (LAE)

    A loss adjustment expense (LAE) is an expense associated with investigating and settling an insurance claim.

  5. Aggregate Stop-Loss Insurance

    Aggregate stop-loss insurance is an insurance policy that limits claim coverage (losses) to a specific amount.

  6. Loss Reserve

    Loss reserve is an estimate of an insurer’s liability from future claims.
Hot Definitions

  1. Gross Domestic Product - GDP

    GDP is the monetary value of all the finished goods and services produced within a country's borders in a specific time period, ...

  2. Debt/Equity Ratio

    The D/E ratio indicates how much debt a company is using to finance its assets relative to the value of shareholders’ equity.

  3. Exchange-Traded Fund (ETF)

    A security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange.

  4. Net Present Value - NPV

    Net Present Value (NPV) is the difference between the present value of cash inflows and the present value of cash outflows ...

  5. Return On Equity - ROE

    The amount of net income returned as a percentage of shareholders equity. Return on equity measures a corporation's profitability ...

  6. Bond

    A bond is a fixed income investment in which an investor loans money to an entity (corporate or governmental) that borrows ...
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