Liability matching is the process of investing in assets that will generate returns that are in line with the payments that need to be made on a liability. This is often done in order to minimize the risk that the liability will not be paid off. For example, if someone has a mortgage with a … Read more
Appreciation is an increase in the value of an asset over time. In investing, appreciation refers to the increase in value of a security, such as a stock or bond, due to market forces or company performance. Appreciation can also refer to the increase in value of a currency. What are the 5 work languages? … Read more
Annualized total return is the percentage return on an investment over a specified period of time, annualized by compounding. This is different from simply calculating the total return, which would only reflect the return for the specified period of time. For example, let’s say you have a stock that you bought for $50 and it … Read more
Tax planning is the process of organizing your financial affairs in a way that minimizes your tax liability. This may involve taking advantage of tax breaks and deductions, or investing in certain types of accounts or products. The goal of tax planning is to reduce your tax bill as much as possible, while still complying … Read more
“Total return” refers to the percentage of an investment’s overall value that is returned to the investor over a specific period of time. This includes both the initial investment (or “principal”) and any gains or losses that are generated from it. For example, if you invest $100 in a stock and it goes up by … Read more
What is Investor Relations? Investor Relations is the process of communicating with investors, typically to provide them with information about a company’s performance, financial status, and future prospects. What is the Career Path for an Investor Relations Specialist? The career path for an investor relations specialist typically involves working in the finance or accounting department … Read more
The target return is the average return that an investor hopes to achieve on an investment. For example, an investor who has a target return of 10% would hope to earn an average of 10% on their investment over time. There are a number of factors that can impact an investor’s target return, including their … Read more
Overhang is the portion of a company’s outstanding shares that are not owned by the public. Overhang can come in the form of employee stock options, convertible bonds, or warrants. While overhang can provide a boost to a company’s stock price in the short-term, it can also have a negative effect on the price in … Read more
Historical volatility is a measure of how much a security’s price has fluctuated over a certain period of time. It is calculated by taking the standard deviation of the security’s price over the specified time period. The higher the historical volatility, the more the security’s price has fluctuated over the time period. This can be … Read more
. A publicly traded company is a company whose shares are bought and sold on a stock exchange. How do you invest? There are many different ways to invest, and the best way to invest depends on your individual goals and circumstances. However, there are some basic principles that apply to all types of investing. … Read more
