If you invest in mutual funds or exchange-traded funds (ETFs), the N-CSR is a report you'll want to get familiar with. The N-CSR, which...

In causal inference, understanding dependencies between variables is crucial for drawing valid causal conclusions. Dependencies refer to...

When evaluating potential startup investments, one of the most critical factors to consider is market pull. Market pull refers to a real...

For investors in companies with a controlling shareholder, one of the biggest risks to be aware of is tunneling. Tunneling refers to the...

Real estate investment trusts, or REITs, allow investors to gain exposure to income-producing real estate assets without actually having...

For wealthy individuals and families with substantial assets, managing their finances and investments can become an increasingly complex...

Material non-public information, or MNPI, refers to important information about a publicly-traded company that has not been released to the general public. Trading stocks or securities based on MNPI is illegal and considered insider trading . For information to be considered " material ," it must be the type of information that an investor would reasonably want to know before deciding whether to buy, sell or hold a company's securities. If the information could potentially

As an investor, one of the most critical concepts you need to understand is opportunity cost. Opportunity cost refers to the potential...

If you're an active investor who follows insider transactions , you've likely come across SEC Form 144 before. This form plays a critical role in providing transparency around insiders selling shares of their company's stock. Let's take a closer look at Form 144, why it matters, and how to analyze it. What is SEC Form 144? SEC Form 144 is a filing that company insiders must submit to the Securities and Exchange Commission (SEC) when they plan to sell restricted or contro

For investors looking to diversify their portfolio internationally, American Depositary Receipts (ADRs) provide an easy way to invest in...

As an investor, it's crucial to understand the different types of registration statements companies file with the U.S. Securities and...

An annuity is a financial product that provides a stream of periodic income payments, typically over the course of a person's retirement...

Corporate insiders such as executives, directors, and employees often have access to material non-public information about their...

Blackout periods refer to specific timeframes when company insiders, such as executives, directors, and employees, are prohibited from...

For publicly traded companies looking to raise capital, At-the-Market (ATM) equity offerings have become an increasingly popular...

As an investor, one of the key metrics you need to evaluate is the hurdle rate. The hurdle rate, also known as the required rate of return or bogey, represents the minimum acceptable rate of return on an investment opportunity . It serves as a benchmark for determining whether a potential investment is worth pursuing or not. Understanding and calculating the hurdle rate is crucial for making informed investment decisions and ensuring that your investments align with your ri

For publicly-traded companies looking to raise capital, shelf offerings provide a convenient and flexible method to access the securities...

Warrants are derivative securities that give the holder the right, but not the obligation, to buy a certain number of shares of a...

For investors looking at venture capital funds, one metric that often gets highlighted is the amount of "dry powder" a firm has available...

Advance Subscription Agreements (ASAs) are a type of investment contract that allows investors to purchase equity or securities of a...