Economic
Investing: An Introduction The investment landscape can be extremely dynamic and ever-evolving. But those who take the time to understand the basic principles and the different asset classes stand to gain significantly over the long haul. The first step is learning to distinguish different types of investments and what rung each occupies on the risk […]
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Mutual Funds: Different Types and How They Are Priced What Is a Mutual Fund? A mutual funds is a financial vehicle that pools assets from shareholders to invest in securities like stocks, bonds, money market instruments, and other assets. Mutual funds are operated by professional money managers, who allocate the fund’s assets and attempt to
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Money Manager: Definition, Duties, Examples, Compensation What Is a Money Manager? A money manager is a person or financial firm that manages the securities portfolio of an individual or institutional investor. Typically, a money manager employs people with various expertise ranging from research and selection of investment options to monitoring the assets and deciding when to sell
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Financial Portfolio: What It Is, and How to Create and Manage One What Is a Financial Portfolio? A portfolio is a collection of financial investments like stocks, bonds, commodities, cash, and cash equivalents, including closed-end funds and exchange traded funds (ETFs). People generally believe that stocks, bonds, and cash comprise the core of a portfolio. Though this is often
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What Is an Interval Fund? Definition, Buying & Selling, Risks An interval fund is a type of closed-end fund with shares that do not trade on the secondary market. Instead, the fund periodically offers to buy back a percentage of outstanding shares at net asset value (NAV). The rules for interval funds, along with the types of assets they hold, make
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Initial Public Offering (IPO): What It Is and How It Work What Is an Initial Public Offering (IPO)? An initial public offering (IPO) refers to the process of offering shares of a private corporation to the public in a new stock issuance for the first time. An IPO allows a company to raise equity capital from public
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What Are Shares? How They Compare to Stocks What Are Shares? Shares are units of ownership in a company. The terms “shares” and “stocks” are often used interchangeably, but they represent a company differently. While this may seem confusing, it is a matter of how you’re talking about a company and how much ownership you
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Certified Public Accountant: What the CPA Credential Means What Is a Certified Public Accountant (CPA)? A certified public accountant (CPA) is a designation provided to licensed accounting professionals. The CPA license is provided by the Board of Accountancy for each state. The American Institute of Certified Public Accountants (AICPA) provides resources on obtaining the license.
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What Is a Chartered Accountant (CA) and What Do They Do? What Is a Chartered Accountant (CA)? A chartered accountant (CA) is a financial professional who is qualified to execute certain accounting procedures. It also refers to an accounting designation granted internationally to individuals aside from the United States. CAs work in four main areas, including applied
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What Does Finance Mean? Its History, Types, and Importance Explained What Is Finance? Finance is a term for matters regarding the management, creation, and study of money and investments. It involves the use of credit and debt, securities, and investment to finance current projects using future income flows. Because of this temporal aspect, finance
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