Investments

Gross Dividends
The sum total of all dividends received by an investor for tax purposes, including ordinary dividends, capital gains distributions, and non-taxable distributions.
Half Stock
A half stock is a security sold with a par value that is approximately half of the traditional stock price, yet still carries the same functionality as regular shares, often tied to preferred stock offerings.
Held-for-Trading Security
A debt or equity investment purchased for short-term selling with the hope of profits.
Held-to-Maturity Securities (HTM)
Held-to-Maturity (HTM) securities are bought to be held until they mature. Let’s demystify what this means, how it works, and maybe even crack a joke or two along the way!
Holdings
Holdings refer to the contents of an investment portfolio held by individuals or entities, providing a glimpse into their investment strategy and risk management approach.
Howey Test
Understanding the Howey Test: Your financial superhero for determining investment contracts.
Indexed Annuity
An Indexed Annuity is a contract that bases its interest on a market index, offering growth potential without the investment risks.
Interest Rate Risk
Understanding the high-stakes game of interest rate fluctuations and their effects on fixed-income investments.

Jokes And Stocks

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