A mutual fund fact sheet is a basic three-page document that gives an overview of a mutual fund. “It's a great starting point when you're evaluating an investment,” said Roger Whitney, a certified financial planner at WWK Wealth Advisors. Fund sheets differ a bit from fund to fund and...
Use of capital:This section outlines how the company will use the money it raises from the sale of its securities. This is key, as it can signal whether the company is financially healthy and if it plans on investing this capital in its growth. Investment objectives:This section is key bec...
So long as the balance sheet remains in balance, the financial picture of the company makes sense.A balance sheet that’s overweightto one side or the other indicates an accounting issue that requires auditing to remedy. The balance sheet needs to live up to its moniker. What is it Used F...
This is where all your efforts come down to. It can be an Excel sheet, a Google document, or a particular software, documenting every fact is a must. Make sure to protect your data and share it only with the relevant people. 5. Form hypothesis & take actions After you have a heap o...
The result is big, juicy revenue. In fact, companies with world-class sales operations teams see an overall cost reduction of 10 to 15 percent,according to McKinsey. It’s all about taming the wild, wild west of sales. Imagine that dusty scene where sales reps argue over accounts, drown ...
The Oracle of Omaha is retiring soon, but these ETFs can help investors channel different aspects of his investing philosophy. Tony DongMay 13, 2025 5 Best Schwab ETFs to Buy in 2025 Looking for a reliable ETF that can still outperform the stock market during bullish cycles? ...
What is Money, Anyway? Editor’s Note: This topic is now comprehensively covered in my book, Broken Money. Money is a surprisingly complex subject. People spend their lives seeking money, and in some ways it seems so straightforward, and yet what humanity has defined as money has changed ...
An asset is anything that has valueor is redeemable for currency. That broad definition opens the door to a wide range of personal asset types. Some of the most common include: Cash.The money in your bank account or in your wallet is an asset. In fact, it’s an asset in the purest...
Principal investing is when financial institutions, private equity firms, or other such enterprises put their owncapitalorbalance sheetat risk in anticipation of future profit. This differs from when they act as intermediaries or brokers investing on behalf of their clients. ...
Any long-term investor will likely face several economic recessions over decades of investing. They’re unavoidable and outside your control. The way you respond, however, is in your control, especially when it comes to the emotional side of investing. ...