Financial Literacy

What is Cash Basis Accounting?

Cash basis accounting is much different than accrual basis accounting, but it’s still in use today by many small businesses.

What Is Book Value?

Researching book value is a great way for an investor to find the worth of a company based on the sum of its assets in total.

What is a Cash Flow Statement?

It’s important for all investors to have ab etter understanding of the businesses they want to invest in. And you can start with a cash flow statement.

What is a Balance Sheet?

It’s important to do a deep dive on the financial records and balance sheet of a company before making an investment decision.

What Is a Bad Debt Expense?

Bad debt expense is something no company wants to face, but it’s important for investors to consider before making an investment.

What is an Audit of Records?

An audit of records is a great way for investors to learn more about the viability and potential of an investment opportunity.

What Are Asset Classes?

There are a wide varierty of asset classes that you can invest in to enhance your portfolio. Learn more and find the right investments for you.

What Is Asset Allocation?

Asset allocation plays a massive role in an investors ability to build a balanced portfolio. Learn more about the different types of assets to invest in.