What Is the De Minimis Exemption for Investment Advisers?
Learn how the de minimis exemption applies to investment advisers, its qualification criteria, and what happens when the threshold is exceeded.
Investment and Financial Markets
What Is an Accounting Manual and What Does It Include?
Learn what an accounting manual is, what it includes, and how it helps standardize financial processes, ensure compliance, and improve recordkeeping.
What Is a Registered Security and How Does It Work?
Learn what a registered security is, how it complies with regulations, and why registration matters for transparency, investor protection, and market integrity.
What Is the Dow Divisor and How Does It Work?
Learn how the Dow Divisor adjusts for corporate actions to maintain the Dow Jones Industrial Average’s continuity and reflect market changes accurately.
What Does a CPA Firm Mean and What Services Do They Offer?
Learn what defines a CPA firm, the range of services it provides, and how its expertise and regulatory standards set it apart in the accounting industry.
How the Internet Has Affected the Financial Markets
Explore how the internet has reshaped financial markets, from trading accessibility to regulatory shifts, influencing strategies, risks, and market behavior.
What Is Zomma in Finance and How Is It Calculated?
Learn what Zomma measures in options trading, how it is calculated, and its role in assessing changes in gamma with respect to volatility.
Where Does Goodwill Go on a Balance Sheet?
Learn how goodwill is recorded on a balance sheet, its classification as an intangible asset, and key factors affecting its valuation and impairment.
What Is a DownREIT and How Does It Work?
Discover how DownREITs function as a financial structure, allowing property owners to defer taxes while maintaining an interest in real estate investments.
Myths About Online Checking That Could Be Costing You Money
Misconceptions about online checking can lead to missed opportunities for convenience and savings. Learn the facts to make informed financial decisions.
Is the S&P 493 Poised to Outperform the Market?
Explore whether the S&P 493, excluding its largest stocks, offers a clearer view of market performance and potential advantages in diversification.
What Is Active Return and How Does It Impact Your Portfolio?
Understand active return and its role in evaluating investment performance, comparing benchmarks, and refining portfolio strategies for better decision-making.
What Are Wasting Assets and How Do They Impact Your Finances?
Understand how wasting assets lose value over time, how they’re accounted for in financial statements, and their implications for taxes and long-term planning.
Best Transamerica 401k Investments to Consider for Your Portfolio
Explore a range of Transamerica 401k investment options designed to align with different risk levels, time horizons, and portfolio strategies.
What Happens If I Use My FSA Incorrectly?
Misusing your FSA can lead to denied claims, tax implications, and potential plan restrictions. Learn the possible consequences and how to avoid them.
Apple Stock Reaches All-Time High Amid Key Market Trends
Apple stock hits a record high as market dynamics shift. Explore key factors influencing its growth, from earnings reports to share buybacks and more.
Best Way to Convert USD to GBP Without High Fees
Discover cost-effective ways to convert USD to GBP while minimizing fees. Compare banks, online platforms, and other methods to find the best option for you.
What to Know About IRA Transfer Bonuses and How They Work
Understand how IRA transfer bonuses work, including payout timing, tax implications, and common requirements to make the most of your retirement savings.
What Is Overcapitalization? Causes, Effects, and Examples
Overcapitalization can distort financial health, impact valuations, and create governance challenges. Learn its causes, effects, and real-world implications.
Can Someone Trade on My Behalf? What You Need to Know
Understand the key considerations, requirements, and responsibilities involved in granting someone else authority to trade on your behalf.