Financial Terms
Terminologies refers to the collection of specific terms, jargon, and vocabulary used in finance, investing, wealth management, and related fields. These terms help readers understand complex concepts, strategies, and financial instruments.
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Investing
10-Q SEC Form: Definition, Analysis, Stock Price Impacts
The 10-Q SEC form is a quarterly report that publicly traded companies must file with the Securities and Exchange Commission…
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Investing
Price Earnings Ratio: P/E Definition, Formula, Importance, and Use
The price earnings ratio is a financial metric used to evaluate the valuation of a company’s stock relative to its…
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Investing
ROI Tracking: 7 Tools for Maximizing Investment Returns
ROI Tracking refers to the process of continuously monitoring and analyzing the Return on Investment (ROI) of various investments or…
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Investing
Mid-Cap: Definition, Investing Benefits, US Stocks
Mid-cap refers to companies with a medium-sized market capitalization, typically ranging between $2 billion and $10 billion, although this range…
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Investing
A-Shares: Definition, How They Work, and Investment Benefits
A-Shares are shares of companies that are incorporated in mainland China, listed on the Shanghai or Shenzhen stock exchanges, and…
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Personal Finance
A-B Trust: Definition, How It Works, and Tax Benefits
When it comes to managing wealth and ensuring it passes on smoothly to future generations, an A-B Trust can be…
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Personal Finance
Financial Advisor: Definition, Roles, and Why You Need One
A financial advisor is a professional who provides expert advice and guidance on managing your finances. They help you create…
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Personal Finance
AAA Credit Rating: Definition, Importance, Pros and Cons
A AAA credit rating is the highest rating that credit rating agencies, such as Standard & Poor’s (S&P), Moody’s, and…
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Investing
Total Return: Meaning, Formula, Example Calculation
What is Total Return? Total return is the percentage change in the value of an investment over a specific period,…