Asset allocation

Investment strategy that uses the three asset classes: equities, fixed-income, and cash, to personalize the … read more

The process of determining the price of an Initial Public Offering (IPO) based on demand … read more

A financial statement showing a company’s assets, liabilities, and shareholder’s equity.  All balance sheets follow … read more

The value of a company based on the number of total assets minus intangible assets … read more

A term referring to a declining financial market.  A market is said to be in … read more

A person or company that charges fees for buying and selling securities on behalf of … read more

This is the price that a buyer is willing to pay for a certain security.  … read more

This occurs when an economic entity is spending more money than it is making.  The … read more

The sector of finance that invests funds for its clients.  Examples of buy side institutions … read more

A bull market is when prices of securities traded on the market are rising.  Investors … read more