GIFTING PHASE
Stage in an investor’s life where he endeavors to use his garnered earnings to provide for the current and future needs of family and friends, as well as to donate some of his wealth to a charity or charities through philanthropy. The investors’ concerns during this phase varies from capital accumulation to estate planning and tax minimization.
POPULAR TERMS
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.
POPULAR ARTICLE
SEE FOREX TUTORIAL
Principles of Trading: Risk Management
It is imperative for traders to master risk management, which includes knowing how much you could lose per trade or over time and evaluating the pe ...
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 ...
Ethical Investing: Niche Investment Style
Over the past two years, sustainable, responsible, and impact investing (SRI) has grown significantly in the United States. Based on the US SIF Fou ...
An Introduction to the Basics of Economics
Economics, as defined by the dictionary, is the science that is concerned with the process or system by which goods and services are produced, sold ...
Macroeconomics: Basic Concepts
The concepts involved in macroeconomics focus on three fields, including national output and income, unemployment, and inflation and deflation. The ...
