Terms

Reports of a company’s past financial performance and current financial position. The four primary financial statements are the balance sheet, […]

The Financial Industry Regulatory Authority (FINRA) is a self-regulatory organization that oversees the market regulation of all securities firms doing

A form of investment analysis that focuses on a company’s financial statements, earnings, sales, and quality of management. Compare to

Fund overlap refers to the duplication in owning two or more ETFs or mutual funds that have the same identical

A type of mutual fund, closed end fund, or ETF designed to give exposure to international or emerging market securities,

A type of mutual fund or ETF designed to give exposure to gold related securities or to physical gold itself.

A government bond is a debt security issued by the US government. Two common types are savings bonds and marketable

Securities issued by U.S. government agencies and international governments. U.S. Treasuries are generally considered the safest, because they are backed

The grace period is the period of time after the due date of a payment during which the overdue payment

This type of fund structure distributes dividends directly to shareholders and allows investors to retain their voting rights on the