Articles on Stock markets
News, Research and Analysis
What does Equity or Security Mean in the context of Capital Markets?
An equity or security generally refers to an individual position owned within a portfolio.
An equity generally signifies some level of ownership in a corporation. When a person has ‘equity in a company,’ it generally means they own some portion of it and have a claim on the company’s value. An equity is another way of referring to a stock, which also represents a shareholder’s stake in a company.
A security is a broader term, which refers to an instrument of ownership. Stocks are considered securities, but fixed income or debt holdings can also be labeled securities within a portfolio.
Is My Portfolio Diversified Enough?
Do I Need a Financial Advisor?
What are the 403(b) Contribution Limits?
403(b) contribution limits are currently the same as 401(k) limits, and are adjusted for inflation at the same rate
What is the Suitability Standard?
The suitability standard states that a broker-dealer is obliged to make recommendations that are suitable for their clients
What is Earnings Momentum?
Earnings momentum is an indicator that is computed by not just looking at the earnings performance and estimations of...
What is Publication 15-b on Fringe Benefits?
IRS Publication 15-b outlines the different types of fringe benefits available to employees and which ones are taxable
What is Diluted Earnings Per Share?
The diluted earnings per share are earnings a co. would have if they changed all of their convertibles into common stock
What does 'Poison Pill' Mean?
A ‘poison pill’ is a maneuver by a company to make itself less attractive to a hostile takeover
What is Account Settlement?
Settling an account is laying all outstanding business on an account to rest. In macroeconomics, it is a ledger account
What was the Best Day for the Markets?
The best day for the markets, in terms of the largest single-day point gain for the Dow Jones was October 13th, 2008
Can I choose good investments?
There’s no reason why you shouldn’t be able to choose investments that are suitable and beneficial for you
What are SPDRs?
SPDRs (Spiders) are index ETF shares that track the S&P 500, or could refer to other similar ETFs tracking other indices