Financial Statements

Breaking down Wall Street jargon, strategies and concepts into plain english explanations for retail investors

What’s a Stop Loss Order and Why Should You Use Them?

What’s a Stop Loss Order and Why Should You Use Them?

Defining a stop-loss order, it’s purpose, how it’s beneficial, and its drawbacks
Investing Basics Stocks Stop Loss Order Predetermined Price Brokerage Company Loss Prevention Profit Target Set Price Investment Returns Investment Strategies Stock Trading Stock Prediction Performance Forecast Financial Statements Portfolio Investment
How to Manage Risk When Investing in the Stock Market

How to Manage Risk When Investing in the Stock Market

Identifying risk management, the types of financial risks, how to strategize, and the reward of risks
Investing Basics Stocks Risk Management Minimized Losses Portfolio Diversification Risk Assessment Risk Reward Volatility Investment Strategies Stock Trading Performance Forecast Portfolio Exposure Company Evaluation Financial Statements Reduced Risk Investment Reward Projected Results Strategic Growth
What Are Blue-Chip Stocks? and Why Are They Important?

What Are Blue-Chip Stocks? and Why Are They Important?

Defining a blue-chip stock, its characteristics, features, and why they’re an important investment
Investing Basics Stocks Blue-chip Stocks Public Corporation Market Cap Market Value Stock Ownership Portfolio Investment Index Investment Financial Statements Investment Strategies NASDAQ NYSE Industry Ranking Large-cap Companies
How Do Capital Gains Taxes Work and How Is It Calculated?

How Do Capital Gains Taxes Work and How Is It Calculated?

Understanding capital gains taxes, how they work, current rates, and how it’s calculated
Investing Basics Stocks Profit Gain Investment Sale Short-term Capital Gain Investment Reward Portfolio Investment Investment Advisor Financial Statements Long-term Capital Gain Tax Rate
What Are the Rights of a Shareholder and What Is Their Role?

What Are the Rights of a Shareholder and What Is Their Role?

Assessing the significance of shareholders, evaluating their role, and an understanding of their rights
Investing Basics Stocks Shareholders Rights Stock Ownership Company Control Investment Reward Equity Shareholders Preference Shareholders Company Decision-making Investment Strategies Public Corporation Company Evaluation Financial Analysis Financial Statements
The Most Important Ratios for Stock Analysis and Why They Are Useful

The Most Important Ratios for Stock Analysis and Why They Are Useful

An introduction to financial ratios, why they’re useful, and an overview of each ratio, and its calculation
Investing Basics Stocks Financial Ratios Earnings Per Share P/E & PEG Ratios Return on Equity Debt-to-Capital Ratio Interest Coverage Ratio Enterprise Value Operating Margin Quick Ratio Company Evaluation Financial Statements Financial Analysis
Stock Buybacks: What Is It and What Are the Benefits?

Stock Buybacks: What Is It and What Are the Benefits?

Understanding stock buybacks, how it works, why companies choose to repurchase shares, and its benefits and drawbacks
Investing Basics Stocks Stock Buyback Repurchasing Shares Tender Offer Open Market Company Reinvention Company Evaluation Investment Returns Stock Market Common Stock Preferred Stock Investment Strategies Public Corporation Financial Statements Market Value
What Is ESG (Environmental, Social & Governance) Investing?

What Is ESG (Environmental, Social & Governance) Investing?

An introduction to ESG Investments, how they work, the various criterias, and a guide to ESG Investing
Investing Basics Stocks ESG Investments Environmental, Social & Government Financial Statements Company Evaluation Market Value Portfolio Investment Long-term Returns Impact Investing Sustainable Investing
The Basics of Fundamental Analysis - How Is It Useful?

The Basics of Fundamental Analysis - How Is It Useful?

An introduction to the uses of fundamental analysis, its various assumptions, and the right way to approach it
Investing Basics Stocks Fundamental Analysis Market Value P/E & PEG Ratios Earnings Calculations Performance Overview Investment Strategies Financial Analysis Forecasted Report Stock Investment Stock Trading Financial Statements
What Are SEC Filings and How Are They Useful?

What Are SEC Filings and How Are They Useful?

An introduction to SEC Filings, the types of forms, and how they’re useful
Investing Basics Stocks SEC Filing Company Evaluation Performance Overview Financial Analysis Financial Statements Public Corporation
What Is a Financial Analyst and What Do They Do?

What Is a Financial Analyst and What Do They Do?

Understanding financial analysts, the various types, what they do, and their future prospects
Investing Basics Stocks Company Evaluation Performance Overview Financial Statements Financial Analysis Data Analysis Forecasted Report Projected Results
How Do You Analyze a Company’s Financial Statements?

How Do You Analyze a Company’s Financial Statements?

Understanding financial analysis and its integration with stocks, the various types of statements, and how each can be analyzed
Investing Basics Stocks Company Evaluation Earnings Calculations Projected Results Performance Overview Earnings Release Quarterly Report Financial Statements Financial Analysis
How Do You Evaluate a Company and Its Stock?

How Do You Evaluate a Company and Its Stock?

An explanation of how to plan to assess a company, what methods to use, and company evaluation as a job
Investing Basics Strategic Growth Earnings Calculations Market Cap Financial Statements Quarterly Report Share Value Company Evaluation Stocks Analyst Ratings