Financial Literacy

What are Small Cap Mutual Funds?

Small cap mutual funds are a collection of undervalued stocks tha are selected and managed by an investment professional for you.

What are Small Cap Value Stocks?

Small cap value stocks are securities that are undervalued by the market relative to a various number of financial metrics.

What is an Investment Transaction?

An investment transaction is when you buy or sell an asset. This is known as opening or closing a position in terms of the stock market.

What is a Stockholder?

A stockholder is someone who owns common or preferred stock of an entity. Also called a ‘shareholder’ in the stock market.

What is an Exercise Price?

An exercise price is the fixed price at which the investor can exercise the option. Let’s take a closer look on it’s impact on options and how it works. 

What are Business Losses?

There are different types of business losses. Let’s take a closer look at business losses to better-understand what they mean for a company. 

What is Managerial Accounting?

Managerial accounting focuses on providing financial information to managers, who use that data to guide and measure operational planning and decisions.

What is Liability Driven Investing?

The purpose of liability driven investing is to cover future expenses. And many large companies and institutions engage in this type of investing.