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Roth 401(k) vs. Roth IRA: How each of these after-tax retirement accounts can help maximize your savings
Roth 401(k) and Roth IRA accounts are funded with after-tax dollars and provide tax-free distributi…
Melanie Lockert
Understanding the different stock types is important when choosing which to include in your portfolio
Common and preferred are the two main types of stocks. They're further categorized by a wide range …
Tiffany Verbeck
Understanding intangible assets and how they generate value for investors and businesses
Intangible assets can't be physically seen, but are still just as valuable as other asset types.
Choncé Maddox
Time value of money: The guiding principle for virtually every financial and investing decision
The time value of money (TVM) is the idea that money today is worth more than the same amount in th…
Veneta Lusk
Understanding how to sell call options
The seller of a call option contract receives a fee from the buyer, which obligates the seller to d…
Jim Probasco
A beginner's guide to trading futures contracts
Futures are financial contracts where buyers and sellers agree to exchange an asset at a predetermi…
Kevin L. Matthews II
Margin loans allows you to borrow against securities you already own to make additional investments
A margin loan allows you to borrow against the value of the securities you own in your brokerage ac…
Lydia Kibet
Underwriting: The risk-assessment process used in everything from IPOs to life insurance
Underwriting is a process in which an individual or an organization takes on financial risk for a f…
Jim Probasco
Fixed assets are long-term assets that companies use to operate
Fixed assets is an accounting term that refers to the long-term assets a company uses to create pro…
Louis DeNicola
A Keogh Plan is a retirement account for self-employed workers and business owners
Keogh plans are a type of investment retirement account available to self-employed workers and busi…
Lauren Perez
Understanding market orders: A way to quickly buy or sell securities
A market order gives your broker instructions to buy or sell stock as soon as possible, even if the…
Elena Botella
The quick ratio is a basic liquidity metric that helps determine a company's solvency
The quick ratio measures a company's ability to quickly pay its short-term debt by selling its most…
Lydia Kibet
Current ratio: A liquidity measure that assesses a company's ability to sell what it owns to pay off debt.
The current ratio measures a company's ability to cover it's short-term liabilities due in one year…
Lydia Kibet
IFRS: The accounting framework that sets the rules for most non-US companies' financial reporting
International Financial Reporting Standards (IFRS) establish how transactions are required to be re…
Katie Oelker
A Thrift Savings Plan is a retirement program for federal employees and uniformed service members
A Thrift Savings Plan is a retirement program for federal employees that allows pre-tax contributio…
Robin Kavanagh
Technical analysis: Using historical patterns and group behavior to predict future moves in stocks and other assets
Technical analysis uses historical patterns in stocks, bonds, and other assets to predict future pr…
Christiana Sciaudone
Margin account: A brokerage account that allows investors to borrow money to buy securities
Margin accounts let you easily borrow against your investment account. But it can be a risky move w…
Louis DeNicola
9 tips to set yourself up for semi-retirement
Semi-retirement is becoming increasingly common, whether through choice or necessity.
Susan McCullah
Coast FIRE: Front-loading your retirement savings to give yourself more flexibility later in life
Coast FIRE involves making all retirement contributions over a 10-20 year period and relying on com…
Katherine McLaughlin
A carefully planned mini-retirement can provide a remedy for burnout without derailing your financial goals
A mini-retirement is a temporary step back from the workforce that experts say can be good for comb…