AFFIDAVIT OF LOSS
A document which declares the physical loss of a security. It often happens through destruction in a flood/fire or theft. All details regarding the loss is enveloped on the affidavit, including the name of the owner and any information regarding the security such as the date of issuance and serial number. A letter of indemnity, which requests the replacement of the security, may be issued once the statement has been made.
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Accumulation Area
A price where the investors purchase shares of a particular stock. It is usually determined by the looks of the volume and its price. Some analysts ...
SEC Form DEF13E3
SEC Form DEF13E3 is a form which is used as an initial preliminary statement for a company or affiliate that is turning private. “Going priva ...
Transaction
1. Deal between a buyer and a seller to exchange a product, service, or financial instrument.
2. In accounting, an event or condition aff ...
IRS Publication 596
A document that gives information on the earned income credit (EIC) offered to individuals who earn below $51,567. To be eligible to receive EIC, a ...
Depository Trust Company Tracking - DTCT
A service, used by underwriting firms, that provides a method of tracking the exact path of purchases and sales of newly issued securities.
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Health Savings Account: Eligibility
We discussed the fundamental information regarding HSAs. Now, we shall tackle the qualifications for opening an HSA.
Any person can utili ...
Ethical Investing: Environmentally-Conscious Investing
Environmentalist or not, as an investor, you care so much about your surroundings. Hence, you invest in companies that can reduce their negative im ...
Retirement Planning: Maximizing the Power of Compounding
“The early bird catches the worm.” – William Camden
Ethical Investing: Corporate Governance
It is important for ethical investors to determine how companies manage themselves and their relations with investors and stakeholders.
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Digesting Financial Statements: Introduction
Financial statements open a window how healthy a company is (in terms of finances). This document presents the financial activities of a person or ...


