Financial Literacy

A registered investment advisor (RIA) is an individual who has undergone financial investment training and completed certification.

Return on Assets (ROA) is the way to measure how much profit a given company generates with the current assets on its books.

Revenue vs. profit is a commonly asked question for both businesses and potential investors. It’s important to understand a company’s financial health.

The S&P 500 is an index that tracks the performance of the 500 largest publicly traded companies on U.S. stock exchanges.

The payroll is a critical business function that includes the records of wages, deductions and net pay for all workers and employees.

A business partnership is an entity in which two or more individuals or parties agree to operate and manage a business together.

An investment portfolio is a collection of investments owned by an individual or entity. In a portfolio, all investments are managed collectively.

A profit and loss statement (P/L) is a financial statement summarizing revenues, costs and expenses incurred during a given period, such as the fiscal year.