Investment analysis is the practice of evaluating assets or securities in terms of value, risk and return, as well as correlation with other assets. It is to determine their possible place within various strategies and portfolios.
Some analysis will be done seeking the best option for specific asset classes, some analysis will focus on the best overall portfolio for a given situation. Analysis is done using quantitative metrics and indicators, some of which can be considered fundamental analysis tools and some of which are technical analysis tools.
Fundamental analysis examines the facts about a company, it’s accounts, ratios of debt to equity, market position in relation to peers, etc, and seeks companies and funds that represent quality that can be held long-term. Technical analysis uses price charts, trade volume histograms, oscillators, and Bollinger bands, among other things, to arrive at shorter-term trading decisions.
Technical analysts tend to believe that the fundamental value of a company is already priced into its stock, and that finding opportunities within the trends in the price, volume, and other measures will give an investor the best chance of beating the market.
Generally speaking, there is no such thing as the “best ways” to invest. However, such articles can help you strategize
Employees can either become participants in a 401(k) by voluntary enrollment or by automatic enrollment with opt-out
529 plans are accounts designed to help families save for the future college expenses of young family member
A corporate bond is a debt security issued by a public or private company to raise capital
Cash flow is the liquid flow of cash and cash equivalents into and out of a business
To calculate the debt ratio, one only needs to divide total liabilities (i.e. long-term and short-term) by total assets
Hyperinflation is when a rate of inflation grows exponentially, and a currency is rapidly devalued
Budgeting is the act of planning accounts for the future. A cash budget plans out the expected cash flow of a business
Income for an area or country it totaled up and divided by the total population of the area to give us the Income Per Capita
The Symmetrical Triangle Top pattern forms when a currency pair price fails to retest a high or low and forms two trend lines