Understanding the 12b-1 Fee: The Cost of Your Fancy Fund’s Marketing!
The 30-Year Treasury is a U.S. Treasury debt obligation with a 30-year maturity, providing fixed interest payments and backing from the U.S. government.
A 401(a) plan is an employer-sponsored retirement plan focusing on contributions from both employers and employees.
Understanding the joys of faster asset write-offs and tax benefits with a humorous twist!
A humorous dive into the percentage rate of return expected from an investment or asset based on its average annual profits.
Acquisition Cost: The True Cost of Getting What You Want (and Closing the Deal)!
Adjusted Present Value is a financial metric that assesses the value of a project by taking into account any financing benefits, such as tax shields from debt.
Learn about Aggregation in the Futures Markets and Financial Planning.
Definition and Explanation of an American Depositary Receipt and its significance in U.S. financial markets.
The real, compounded interest rate you actually earn!
The yearly percentage rate at which an asset changes ownership in business and investment contexts.
The process of converting an annuity into a series of periodic income payments.
A multi-factor model to identify mispriced securities
A delightful discussion about the group of investments that have a personality of their own!
The art of determining the worth of an asset like a Picasso or your beloved baseball card collection!
Available-for-Sale Securities: Investment with a Twist!
Understanding Average Annual Growth Rate (AAGR) and its distinction from CAGR.
The Average Cost Basis Method made simple with a sprinkle of humor!
A humorous guide to baby bonds that are little but mighty in the world of finance!
BAT stocks are the powerhouse tech companies of China: Baidu, Alibaba, and Tencent.
A standard used to measure the change in an asset's value or another metric over time.
An insightful look at the Benefit-Cost Ratio and how it helps in evaluating projects.
